InvestSMART Capped Fee Investments
All you need to know about the InvestSMART diversified capped fee managed portfolios
138 articles
- What is the admin fee?Administration fees associated with InvestSMART PMA
- Can I invest in more than one model?
- What are the benefits of a Professionally Managed Account (PMA)?
- How long does it take for my cash to be invested?
- Why our PMA structure is better than managed funds
- Do I receive dividends and where do they go?
- Can I resume investing if I have closed my account?If I have previously invested with InvestSMART, but closed my account, can i re-open my account?
- What information will I need to open an account?Considering investing with InvestSMART? Here's all the information you will need to open an account, depending on your entity type.
- Am I charged for multiple portfolios?Fees for multiple portfolios?
- When do I need to open a new account?
- How can I apply to invest?Where do I go to start investing with InvestSMART? Where do I start to invest?
- Can I hold more than one portfolio in a PMA?Can a PMA have multiple portfolios?
- What do I need to open a joint account?All the requirements to open an investment account for yourself and another adult.
- Do I need to be an Australian citizen or live in Australia to invest?Everything you need to know about investing with us if you currently live or are based overseas or an overseas citizen
- What do I need to open an individual account?All the requirements to open an investment account in your name.
- How can I apply to invest for my Company?All the requirements to open an account for a Company (Pty Ltd)
- 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
- How can I apply for my Trust?All the requirements to open an account for your Trust
- How can I apply for my Trust (Individual Trustees)?All the requirements to apply on behalf of a Trust with individual trustees
- How can I apply for my Trust (Corporate Trustee)?All the requirements to apply on behalf of a Trust with Corporate Trustee
- What do I need to apply for my SMSF (Corporate Trustee)?All the requirements to get started for an SMSF with corporate trustee.
- What do I need to open an account for my SMSF?All the requirements to open an account for your SMSF.
- What do I need to apply for my SMSF (Individual Trustees)?All the requirements to get started for an SMSF with individual trustees.
- Can I withdraw at any time?
- Understanding the withdrawal process and timeframesHow long to withdraw funds from PMA? The cash is sitting there.
- Understanding the funding process and timeframeI've funded or deposited my funds. How long does it take?
- I have added funds, will you buy shares now?When will the underlying ETFs be purchased in your PMA?
- Can I partially withdraw and leave any amount?How much can I withdraw from my PMA without the account being closed?
- How do I add a new portfolio?Everything you need to know about adding funds to a new model portfolio, or contributing in a targeted manner for your PMA
- Why is there a delay with the regular contribution?Delay with direct debit, regular contribution monthly payment, where are my funds?
- How do I complete the initial funding?Everything you need to know about how and when initial funding is completed. The initial investment made by Bpay.
- How can I add funds to my investments?What options do I have if I want to contribute to my PMA? I want to top up my account.
- How do I make a full withdrawal and close my Professionally Managed Account (PMA)?Everything you need to know about closing your investment with us
- 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
- What is the minimum contribution size?I've already got an investment and I want to make another contribution
- How can I add funds to a specific portfolio?Everything you need to know about adding funds to a new model portfolio, or contributing in a targeted manner for your PMA.
- 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
- Do you charge performance fees?
- Tiered fee explainerHow do the InvestSMART capped fees work?
- Can you explain how and when I pay brokerage?
- What are indirect costs and how are they charged?Costs associated with the PMA
- What are the fees to invest?All the details about management fees, brokerage costs, fee structure, capped fee, total fee.
- When do you buy/sell holdings?
- Does InvestSMART automatically reinvest dividends and interest?Are my dividends, distributions, interest, returns, reinvested?
- How do I change or reallocate the Model Portfolio(s) held by my Professionally Managed Account (PMA)?How do I change my portfolios? Change from one portfolio to another.
- How can I check or change my income settings?Everything you need to know about reinvesting your income, receiving your income or checking your current settings. Income sweep.
- How can I check or change my regular withdrawal plan?Turn on or off withdraw regular amounts
- I need to change my bank accountHow to change the bank account associated with your PMA
- Where do I find my PMA account number?
- How often is my portfolio data updated?
- What is an Income Sweep?
- How can I make an income from investing with InvestSMART?
- Retirement FAQAll things retirement - which portfolio is most suitable, SMSF information & more
- Can I hold Intelligent Investor funds in the PMA? What are the benefits and drawbacks?INES, IIGF, INIF or IISV in the PMA
- Understanding the Reasons for Significant Allocation to Australian Equities in InvestSMART's Diversified Portfolios
- How can InvestSMART portfolios help with income and retirement?Information for retirement and income to be paid out
- How much should I contribute?Not sure how much to contribute to your PMA?
- Is you website secure? How safe are my details that are stored with you?Safety of the InvestSMART website
- What if something happens to InvestSMART?How safe is your investment?
- Are my shares CHESS Sponsored?Safety of the investment
- Is there a minimum balance?The minimum amount required in your InvestSMART PMA
- Do I own the shares/ETFs?
- What does InvestSMART invest in?
- What portfolio or investment should I choose?What portfolio or investment should invest in? Do you recommend investments?
- What are Hybrids? Everything you need to know about Hybrids
- How do I see my portfolio?Viewing and managing your PMA
- Why portfolio returns can differ from the investment model returns
- Changing company detailsHow can I change the directors or name of a company?
- How do I authorise a third party to request information on my behalf?Give access to your accountant, auditor etc. to contact our team for information about your investment
- Can I transfer my holding(s) out to my brokerage account?Off-market transfer information from PMA to brokerage account
- What is Rebalancing?What is rebalancing? and when does InvestSMART rebalance a portfolio?
- What is the Difference Between General Product Advice and Personal Financial Advice?General product advice vs. financial advice
- What does InvestSMART do?Who is InvestSMART? What is InvestSMART?
- How often do you rebalance the portfolios?How frequent do we change the holdings or asset allocations inside a portfolio?
- 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, adding wife, adding husband,
- Can I transfer my shares or assets into a Professionally Managed Account (PMA)?Everything you need to know about transferring your shares or other holdings and assets to an InvestSMART account.
- How to manage market volatilityAm I losing money? My investment is down or not performing. Should I sell?
- What is the difference between a withdrawal plan and receiving income?How can I draw an income stream from my investment? What happens to the income received?
- 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?
- Is now the right time to invest?The market is at all time high/ low - should I invest now?
- Does InvestSMART provide financial advice?Can you help me pick the right investments for my needs? Is this suitable for me? Personal advice
- Are my investments held for a fixed term or can I make withdrawals?Everything you need to know about accessing your investments
- 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? Will cash amounts ever be used for investing or are they fixed
- Who can invest with InvestSMART?List of the individuals and entities eligible to invest with us.
- Do I own the investments in my account?How are the investments in the Professionally Managed Account held?
- What is a Professionally Managed Account (PMA)?What is the investment structure for the portfolios?
- What is the minimum investment amount?How much do you need to get started
- Where are the unit prices for the portfolios?What is the unit price? How many units are there on issue? What is the exit/entry price?
- When and where 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.
- What is the difference between performance and estimated income?Understanding the historical returns of InvestSMART Portfolios.
- Is my investment safe?What would happen to my fund if InvestSMART went bankrupt?
- What's the difference between Intelligent Investor Ethical Share Fund (INES) and InvestSMART Ethical Growth Portfolio?Are INES and the Ethical Growth Portfolio the same?
- Refer a friend programEverything you need to know about the refer a friend program with InvestSMART
- Can I link my Sharesight account to my PMA?Link your portfolio manager tool to InvestSMART
- Dividends & franking credits with an InvestSMART account
- What effect do fees have on my wealth?
- How does InvestSMART differ from other services?
- Can I automate my investing with InvestSMART?
- Are my investments safe with InvestSMART?
- What happens when I invest in an Exchange Traded Fund (ETF)?
- What are InvestSMART's investing principles?
- InvestSMART PMA Tax HubAll tax questions are related to the PMAs
- What other reports can I receive and how?Cash transaction report, portfolio report, income report, capital gains realised and unrealised report.
- Do I receive franking credits and do I get a tax statement?Franking credits and tax statements in your PMA
- My auditor needs a PMA audit report
- How do I find my tax statement?Tax statement information & dates for PMA, IIGF, INIF, INES, IISV, AGF, Intelligent Investor funds
- Data feeds access for accountants or advisers
- I need valuation reports for Centrelink how can I get these reports?
- My accountant wants a cash report, how can I generate one?
Retirement FAQ
Retirement FAQ
- Which portfolio should I choose to help me invest for retirement?
- What is a Professionally Managed Account (PMA) for retirement-focused investors?
- Is it the right time to invest for retirement?
- How much should I contribute to my retirement-focused investments?
- Can I use a Self Managed Super Fund (SMSF) for retirement planning with InvestSMART?
- What are the common retirement investment strategies people use InvestSMART for?