General Questions
49 articles
- 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?