Capped Fee Investments

How can I apply to invest?

Where do I go to start investing with InvestSMART? Where do I start to invest?

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

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

Written by Mitchell Datson
Updated over a week ago

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

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

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)

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

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

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

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

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

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

Written by Mitchell Datson
Updated over a week ago

Understanding the funding process and timeframe

I've funded or deposited my funds. How long does it take?

Written by Tom Wilson
Updated over a week ago

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

Written by Tom Wilson
Updated over a week ago

Understanding the withdrawal process and timeframes

How long to withdraw funds from PMA? The cash is sitting there.

Written by Tom Wilson
Updated over a week ago

Why is there a delay with the regular contribution?

Delay with direct debit, regular contribution monthly payment, where are my funds?

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. The initial investment made by Bpay

Written by Mitchell Datson
Updated over a week ago

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.

Written by Mitchell Datson
Updated over a week ago

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

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

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

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

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

Written by Mitchell Datson
Updated over a week ago

Do you charge performance fees?

Written by Mitchell Datson
Updated over a week ago

What are the fees to invest?

All the details about management fees, brokerage costs, fee structure, capped fee, total fee.

Written by Mitchell Datson
Updated over a week ago

How to see, view, or change the nominated bank account for my Professionally Managed Account (PMA)?

Everything you need to know about viewing or updating your linked bank account with us

Written by Mitchell Datson
Updated over a week ago

How do I reallocate the Model Portfolio(s) held by my Professionally Managed Account (PMA)?

How do I change my portfolios?

Written by Mitchell Datson
Updated over a week ago

How do I view or manage investments held in my Professionally Managed Account (PMA)?

Where can I see or monitor my PMA investment portfolio and their value?

Written by Mitchell Datson
Updated over a week ago

How can I check or change my regular withdrawal plan?

Turn on or off withdraw regular amounts

Written by Mitchell Datson
Updated over a week ago

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

Written by Mitchell Datson
Updated over a week ago

What portfolio or investment should I choose?

What portfolio or investment should invest in? Do you recommend investments?

Written by Tom Wilson
Updated over a week ago

Can I hold other shares or ETFs in my InvestSMART PMA?

Can I buy other ASX stocks or shares?

Written by Tom Wilson
Updated over a week ago

How to manage market volatility

Am I losing money? My investment is down or not performing. Should I sell?

Written by Tom Wilson
Updated over a week ago

How often do you rebalance the portfolios?

How frequent do we change the holdings or asset allocations inside a portfolio

Written by Tom Wilson
Updated over a week ago

Is now the right time to invest?

The market is at all time high / lows

Written by Tom Wilson
Updated over a week ago

What does InvestSMART do?

Who is InvestSMART? What is InvestSMART?

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.

Written by Tom Wilson
Updated over a week ago

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.

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? Is this suitable for me? Personal advice

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

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?

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

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? Will cash amounts ever be used for investing or are they fixed

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?

Written by Mitchell Datson
Updated over a week ago

What is a Professionally Managed Account (PMA)?

What is the investment structure for the portfolios?

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.

Written by Mitchell Datson
Updated over a week ago

What is the minimum investment amount?

How much do you need to get started

Written by Mitchell Datson
Updated over a week ago

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.

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

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?

Written by Mitchell Datson
Updated over a week ago

Is my investment safe?

What would happen to my fund if InvestSMART went bankrupt?

Written by Mitchell Datson
Updated over a week ago

What other reports can I receive and how?

Cash transaction report, portfolio report, income report, capital gains realised and unrealised report.

Written by Tom Wilson
Updated over a week ago

How do I find my tax statement?

Tax statement information & dates for PMA, IIGF, INIF, INES, AGF, Intelligent Investor funds

Written by Mitchell Datson
Updated over a week ago