Capped Fee Investments

All you need to know about the InvestSMART diversified capped fee managed portfolios

Mitchell Datson avatar Tom Wilson avatar
47 articles in this collection
Written by Mitchell Datson and Tom Wilson
Account Opening

How can I apply to invest?

Where do I go to start investing with InvestSMART
Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

What do I need to open an individual account?

All the requirements to open an investment account in your name
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Written by Mitchell Datson
Updated over a week ago

What do I need to open a joint account?

All the requirements to open an investment account for yourself and another adult
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Written by Mitchell Datson
Updated over a week ago

Do I need to be an Australian citizen or living in Australia to invest?

Everything you need to know about investing with us if you're currently based overseas or an overseas citizen
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Written by Mitchell Datson
Updated over a week ago

How can I apply to invest on behalf of my children, grandchildren or others under 18?

All the requirements to apply on behalf of a person under the age of 18
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Written by Mitchell Datson
Updated over a week ago

How can I apply to invest for my Company?

All the requirements to open an account for a Company (Pty Ltd)
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Written by Mitchell Datson
Updated over a week ago

How can I apply for my Trust?

All the requirements to open an account for your Trust
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Written by Mitchell Datson
Updated over a week ago

How can I apply for my Trust (Individual Trustees)?

All the requirements to apply on behalf of a Trust with individual trustees
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Written by Mitchell Datson
Updated over a week ago

How can I apply for my Trust (Corporate Trustee)?

All the requirements to apply on behalf of a Trust with Corporate Trustee
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Written by Mitchell Datson
Updated over a week ago

What do I need to open an account for my SMSF?

All the requirements to open an account for your SMSF
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Written by Mitchell Datson
Updated over a week ago

What do I need to apply for my SMSF (Individual Trustees)?

All the requirements to get started for an SMSF with individual trustees
Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

What do I need to apply for my SMSF (Corporate Trustee)?

All the requirements to get started for an SMSF with corporate trustee
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Written by Mitchell Datson
Updated over a week ago
Adding and Withdrawing Funds

Understanding the withdrawal process and timeframes

How long to withdraw funds from PMA? The cash is sitting there.
Tom Wilson avatar
Written by Tom Wilson
Updated this week

Why is there a delay with regular contributions?

Delay with direct debit, regular monthly payment, where are my funds?
Tom Wilson avatar
Written by Tom Wilson
Updated over a week ago

How do I complete the initial funding?

Everything you need to know about how and when initial funding is completed
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Written by Mitchell Datson
Updated over a week ago

How can I add to my investments?

What options do I have if I want to contribute to my PMA?
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Written by Mitchell Datson
Updated over a week ago

How do I make a full withdrawal from my Professionally Managed Account (PMA)?

Everything you need to know about closing your investment with us
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Written by Mitchell Datson
Updated over a week ago

How can I make a partial withdrawal from my Professionally Managed Account (PMA)?

Everything you need to know to make a withdrawal from your account
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Written by Mitchell Datson
Updated over a week ago

What is the minimum contribution size?

I've already got an investment and I want to make another contribution
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Written by Mitchell Datson
Updated over a week ago

How can I make a specific contribution to my Professionally Managed Account (PMA)?

Everything you need to know about adding funds to a new model portfolio, or contributing in a targeted manner for your PMA
Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

How can I set up or change a regular contribution plan?

Everything you need to know about how to set up a regular contribution along with how and when it will be drawn from your bank account
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Written by Mitchell Datson
Updated over a week ago
General Questions

Is now the right time to invest?

The market is at all time high / lows
Tom Wilson avatar
Written by Tom Wilson
Updated over a week ago

Fundlater Help Centre

Questions about Fundlater
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Written by Tom Wilson
Updated over a week ago

What does InvestSMART do?

Who is InvestSMART? What is InvestSMART?
Tom Wilson avatar
Written by Tom Wilson
Updated over a week ago

Can I add another person to my investment?

Converting to a joint account or add another person to the InvestSMART PMA portfolio. Change account types.
Tom Wilson avatar
Written by Tom Wilson
Updated over a week ago

Can I transfer my shares into a Professionally Managed Account (PMA)?

Everything you need to know about transferring your shares to InvestSMART
Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

Does InvestSMART provide financial advice?

Can you help me pick the right investments for my needs?
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Written by Mitchell Datson
Updated over a week ago

What is the difference between a withdrawal plan and receiving income?

How can I draw an income stream from my investment
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Written by Mitchell Datson
Updated over a week ago

Can I change the holdings and weightings of the investment?

Can I pick and choose particular shares held in the Model Portfolio or change the distribution of asset class?
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Written by Mitchell Datson
Updated over a week ago

Are my investments held for a fixed term or can I make withdrawals?

Everything you need to know about accessing your investments
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Written by Mitchell Datson
Updated over a week ago

Why is there cash listed in my investment portfolio? Is it yet to be allocated?

I have more cash than I expected in my investment account, why?
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Written by Mitchell Datson
Updated over a week ago

Do I own the investments in my account?

How are the investments in the Professionally Managed Account held?
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Written by Mitchell Datson
Updated over a week ago

What is a Professionally Managed Account (PMA)?

What is the investment structure for the portfolios?
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Written by Mitchell Datson
Updated over a week ago

Who can invest with InvestSMART?

List of the individuals and entities eligible to invest with us.
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Written by Mitchell Datson
Updated over a week ago

What is the minimum investment amount?

How much do you need to get started
Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

When are distributions and dividends paid to my Professionally Managed Account (PMA)?

When will I get my income? Why haven't I received my income yet? Income Sweep.
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Written by Mitchell Datson
Updated over a week ago

What is the difference between performance and estimated income?

Understanding the historical returns of InvestSMART Portfolios
Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

Where are the unit prices for the portfolios?

What is the unit price? How many units are there? What is the exit/entry price?
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Written by Mitchell Datson
Updated over a week ago

Is my investment safe?

What would happen to my fund if InvestSMART went bankrupt?
Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

How do I find my tax statement?

Tax statement information & dates for PMA, IIGF, INIF, INES, AGF and SMA
Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago