Investing
made simple

Grow your money,
not your fees.

Capped management fees.
An Australian

first

Simple & transparent capped fees from $2 a week capped at $451 a year. No matter how much you invest you won’t pay us more than $451 p.a.

Grow your money, not your fees. Our special report explains how fees can destroy your wealth.

A great team with a

long-term track record

Paul Clitheroe & Alan Kohler head up our expert team of advisers and money managers.

Our professionally-tailored investment portfolios consistently beat most of our peers. Download our Investor pack

How it works

From finding your right portfolio to rebalancing your account, we’ve got you covered. Learn more

1. Understand your objectives

Understand your investment goal and know your investment timeframe.

2. Find the right portfolio for you

Select from our range of diversified, or single asset class portfolios.

3. Customise & invest

Set up regular contribution or income settings.

4. Tax reporting & monitoring

24x7 monitoring & tax reporting.

Get Started

Our capped fee difference

In the short term, you won’t see the difference of fees, but compound the difference over time & the gap grows. Learn more

Growth of $10,000 as at {{ selectedModel.modelPortfolioPerformancesLastDate }}

Performance to {{ selectedModel.returnDate \| date:'dd MMMM yyyy' }}	1 Month	3 Month	6 Month	1 Year	2 Year p.a	3 Year p.a	4 Year p.a	5 Year p.a	SI* p.a
{{ selectedModel.name }}^#	{{ selectedModel.stats.returns.adjReturn1Month \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn3Month \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn6Month \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn1Year \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn2Year \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn3Year \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn4Year \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn5Year \| percentage:2:1:'N/A' }}	{{ selectedModel.returnInception \| percentage:2:100:'N/A' }}
Avg of {{ selectedModel.benchmark.peers.peerCount }} Peers^	{{ selectedModel.benchmark.peers.returns.return1Month \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return3Month \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return6Month \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return1Year \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return2Year \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return3Year \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return4Year \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return5Year \| percentage:2:1:'N/A' }}	N/A
Excess to Peers	{{ selectedModel.stats.returns.adjReturn1Month && selectedModel.benchmark.peers.returns.return1Month ? selectedModel.stats.returns.adjReturn1Month - selectedModel.benchmark.peers.returns.return1Month : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn3Month && selectedModel.benchmark.peers.returns.return3Month ? selectedModel.stats.returns.adjReturn3Month - selectedModel.benchmark.peers.returns.return3Month : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn6Month && selectedModel.benchmark.peers.returns.return6Month ? selectedModel.stats.returns.adjReturn6Month - selectedModel.benchmark.peers.returns.return6Month : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn1Year && selectedModel.benchmark.peers.returns.return1Year ? selectedModel.stats.returns.adjReturn1Year - selectedModel.benchmark.peers.returns.return1Year : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn2Year && selectedModel.benchmark.peers.returns.return2Year ? selectedModel.stats.returns.adjReturn2Year - selectedModel.benchmark.peers.returns.return2Year : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn3Year && selectedModel.benchmark.peers.returns.return3Year ? selectedModel.stats.returns.adjReturn3Year - selectedModel.benchmark.peers.returns.return3Year : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn4Year && selectedModel.benchmark.peers.returns.return4Year ? selectedModel.stats.returns.adjReturn4Year - selectedModel.benchmark.peers.returns.return4Year : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn5Year && selectedModel.benchmark.peers.returns.return5Year ? selectedModel.stats.returns.adjReturn5Year - selectedModel.benchmark.peers.returns.return5Year : null \| percentage:2:1:'N/A' }}	N/A

Trusted by thousands of Australians

Michael, Sydney

“After using the InvestSMART compare your funds tools, I realised I was paying high fees for under market performance. InvestSMART’s simple capped fees appealed to me, no matter how big my investments grow I will never pay them more than $451 per year. Their performance has been great and the reporting is very good and frequent.�?

Neil, Brisbane

“I did a lot of research and compared other firms before choosing the InvestSMART “capped fee portfolio�?. This feature provides me with the certainty of both knowing my account will not be drained by additional fees found in the fine print. I have only been with InvestSmart a few months and am pleased with the above average personal customer service, ease in accessing the on-line information and the performance of my investment.�?

Stephen, Adelaide

“On the face of it, 1-2% investment management fees doesn’t seem like a large amount, but when calculating the total impact on my returns over time, it clearly has a significant negative impact. With that in mind, I’ve transitioned to InvestSMART capped fee products to minimise investment costs, which will significantly improve my returns when compared to my previous investments. I’m extremely happy with the transparency and information available on the portfolios, but possibly the biggest appeal to me with investing with InvestSMART has been the responsiveness and willingness of the team to assist with questions I've had. I’d happily recommend InvestSMART to others.�?

Nicky, Sydney

“InvestSMART has helped me get started with investing, learn about the importance of diversification and make more informed decisions. The free portfolio manager is great for me to keep track of all my investments.�?

As featured in

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Be part of the capped fee revolution. Grow your money, not your fees.

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{{ selectedModel.name }}^#	{{ selectedModel.stats.returns.adjReturn1Month \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn3Month \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn6Month \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn1Year \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn2Year \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn3Year \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn4Year \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn5Year \| percentage:2:1:'N/A' }}	{{ selectedModel.returnInception \| percentage:2:100:'N/A' }}
Avg of {{ selectedModel.benchmark.peers.peerCount }} Peers^	{{ selectedModel.benchmark.peers.returns.return1Month \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return3Month \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return6Month \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return1Year \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return2Year \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return3Year \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return4Year \| percentage:2:1:'N/A' }}	{{ selectedModel.benchmark.peers.returns.return5Year \| percentage:2:1:'N/A' }}	N/A
Excess to Peers	{{ selectedModel.stats.returns.adjReturn1Month && selectedModel.benchmark.peers.returns.return1Month ? selectedModel.stats.returns.adjReturn1Month - selectedModel.benchmark.peers.returns.return1Month : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn3Month && selectedModel.benchmark.peers.returns.return3Month ? selectedModel.stats.returns.adjReturn3Month - selectedModel.benchmark.peers.returns.return3Month : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn6Month && selectedModel.benchmark.peers.returns.return6Month ? selectedModel.stats.returns.adjReturn6Month - selectedModel.benchmark.peers.returns.return6Month : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn1Year && selectedModel.benchmark.peers.returns.return1Year ? selectedModel.stats.returns.adjReturn1Year - selectedModel.benchmark.peers.returns.return1Year : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn2Year && selectedModel.benchmark.peers.returns.return2Year ? selectedModel.stats.returns.adjReturn2Year - selectedModel.benchmark.peers.returns.return2Year : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn3Year && selectedModel.benchmark.peers.returns.return3Year ? selectedModel.stats.returns.adjReturn3Year - selectedModel.benchmark.peers.returns.return3Year : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn4Year && selectedModel.benchmark.peers.returns.return4Year ? selectedModel.stats.returns.adjReturn4Year - selectedModel.benchmark.peers.returns.return4Year : null \| percentage:2:1:'N/A' }}	{{ selectedModel.stats.returns.adjReturn5Year && selectedModel.benchmark.peers.returns.return5Year ? selectedModel.stats.returns.adjReturn5Year - selectedModel.benchmark.peers.returns.return5Year : null \| percentage:2:1:'N/A' }}	N/A

As at {{ popupSelectedModel.returnDate \| date:'dd MMM yyyy' }}	1 yr.	2 yr.	3 yr.	4 yr.	SI* p.a
{{ popupSelectedModel.name }}	{{ popupSelectedModel.stats.returns.adjReturn1Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn2Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn3Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn4Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.returnInception \| percentage:2:100:'N/A' }}
Avg of {{ popupSelectedModel.benchmark.peers.peerCount }} Peers	{{ popupSelectedModel.benchmark.peers.returns.return1Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return2Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return3Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return4Year \| percentage:2:1:'N/A' }}	N/A
Excess to Peers	{{ popupSelectedModel.stats.returns.adjReturn1Year && popupSelectedModel.benchmark.peers.returns.return1Year ? popupSelectedModel.stats.returns.adjReturn1Year - popupSelectedModel.benchmark.peers.returns.return1Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn2Year && popupSelectedModel.benchmark.peers.returns.return2Year ? popupSelectedModel.stats.returns.adjReturn2Year - popupSelectedModel.benchmark.peers.returns.return2Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn3Year && popupSelectedModel.benchmark.peers.returns.return3Year ? popupSelectedModel.stats.returns.adjReturn3Year - popupSelectedModel.benchmark.peers.returns.return3Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn4Year && popupSelectedModel.benchmark.peers.returns.return4Year ? popupSelectedModel.stats.returns.adjReturn4Year - popupSelectedModel.benchmark.peers.returns.return4Year : null \| percentage:2:1:'N/A' }}	N/A

Amount invested	Our management fees
$10,000 to $18,000	$99 p.a.
$18,000 to $82,000	0.55% p.a.
$82,000+	$451 p.a. capped fees

Investing
made simple

Grow your money,
not your fees.

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