InvestSMART

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InvestSMART Your go-to digital investing platform. Achieve your financial goals, from saving for a home to securing a comfortable retirement.

Choose from 10 low-cost portfolios curated by our investment experts, offering hassle-free diversification. If you’re ready to take control of your investments, InvestSMART is ready to help. Take advantage of independent insights, smarter investment tools and real savings.

✈️ **Are you getting the most out of your frequent flyer points?**Earning points is one thing, but knowing how to spend ...
16/10/2026

✈️ **Are you getting the most out of your frequent flyer points?**

Earning points is one thing, but knowing how to spend them wisely can make a big difference.

From finding reward seats and scoring upgrades to avoiding points expiry, discover practical tips to make your points go further.

📖 Read more: https://bit.ly/3UpokR8

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

Want to get more from your frequent flyer points? Discover practical strategies for making your rewards go further. Find out more at InvestSMART.

🏡 Do you need to be mortgage-free before you retire?With high property prices and Australians buying homes later in life...
13/10/2026

🏡 Do you need to be mortgage-free before you retire?

With high property prices and Australians buying homes later in life, more people are facing the prospect of retiring with a mortgage.

But carrying a home loan into retirement doesn't necessarily mean your plans are off track.

Paul Clitheroe explores your options, including whether to pay down your mortgage or boost your super, downsize or carry your mortgage into retirement.

👉 Find out what to consider before making your decision:
https://ap1.hubs.ly/H01r5HG0

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

Paul Clitheroe weighs up whether to pay off your home loan, put more into super, downsize or carry debt into retirement. Find out more at InvestSMART.

📊 How many ETFs do you really need in your portfolio?With more than 460 ETFs available on the ASX, it's tempting to keep...
09/10/2026

📊 How many ETFs do you really need in your portfolio?

With more than 460 ETFs available on the ASX, it's tempting to keep adding more. But owning more ETFs doesn't necessarily mean better diversification.

What matters is what your ETFs hold, where they overlap and how they work together.

Whether you own two ETFs or 10, each should have a clear role in your investment strategy.

👉 Discover how to build a well-diversified ETF portfolio:
https://bit.ly/4AWm3NP

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

Building an ETF portfolio? Learn why the number of ETFs matters less than what you own and how it all fits together. Find out more at InvestSMART.

📱 NVIDIA, Microsoft, Amazon, Apple, Netflix and more, all in one ETF.This month’s ETF Spotlight looks at the Global X FA...
04/10/2026

📱 NVIDIA, Microsoft, Amazon, Apple, Netflix and more, all in one ETF.

This month’s ETF Spotlight looks at the Global X FANG ETF (ASX: FANG), which invests in just 10 large US growth companies across technology, AI, semiconductors and digital platforms.

We break down what FANG holds, its fees, performance and the risks of such a concentrated portfolio.

👉 Take a closer look: https://bit.ly/4y0POdF

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

Get the lowdown on the Global X FANG ETF (ASX: FANG), including where it invests, its fees and how it has performed. Find out more at InvestSMART.

📱 How often do you check your investment portfolio?Daily? Weekly? Every time the market has a bad day?Paul Clitheroe exp...
02/10/2026

📱 How often do you check your investment portfolio?

Daily? Weekly? Every time the market has a bad day?

Paul Clitheroe explains why checking too often can lead to emotional decisions, how often a portfolio review may make sense and why sometimes the best move is to do nothing at all.

👉 Read more: https://bit.ly/4AHMC9c

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

Paul Clitheroe explains how often to review your portfolio, why checking too often can hurt and when doing nothing may be best. Find out more at InvestSMART.

🏠 CGT changes are coming for property investors from 1 July 2027.The current 50% CGT discount will largely be replaced b...
29/09/2026

🏠 CGT changes are coming for property investors from 1 July 2027.

The current 50% CGT discount will largely be replaced by new rules, making property valuations particularly important.

Should you use the proposed government formula or get a professional valuation?

Read what property investors need to know and how to prepare: https://bit.ly/4z4c3jO

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

Learn how the 2027 CGT changes could affect property investors, why valuations matter and what you can do now to prepare for 1 July 2027. Find out more at InvestSMART.

🌏 What can a $1,000 investment get you? With the new InvestSMART WealthBuilder Portfolio, $1000 can give you exposure ...
22/09/2026

🌏 What can a $1,000 investment get you?

With the new InvestSMART WealthBuilder Portfolio, $1000 can give you exposure to Australian and international shares in one professionally managed portfolio.

That can include global names such as NVIDIA, Apple, Microsoft, Amazon and Alphabet*.

And you don’t have to choose and manage the ETFs yourself. InvestSMART does that for you.

Start with $1,000. Invest for the long term.

👉 Explore the new WealthBuilder Portfolio: https://bit.ly/4yW5f7T

*Company examples are illustrative only. Exposure is through ETFs held within WealthBuilder and holdings can change. High risk. Suggested 7+ year investment timeframe. Fees and costs apply.

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

Apply online to invest in Investsmart Wealthbuilder Portfolio. Learn more about this managed investment portfolio including portfolio growth, allocation & performance. Find out more at InvestSMART

🚀 AI, biotech, cybersecurity, gold, even space exploration. There’s an ETF for almost everything.Thematic and sector ETF...
19/09/2026

🚀 AI, biotech, cybersecurity, gold, even space exploration. There’s an ETF for almost everything.

Thematic and sector ETFs can give investors easy access to specific investment ideas, but targeted exposure can also bring greater concentration and volatility.

Our latest article looks at the risks and potential rewards of thematic and sector ETFs, and why they may be better suited as satellite investments around a diversified core.

👉 Read more: https://bit.ly/4rhHrbZ

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

From biotech to space, targeted ETFs can offer a simple way to access specific sectors and themes. Discover how they can fit into a diversified portfolio. Find out more at InvestSMART.

💰 When is the cheapest ETF not necessarily your best option?InvestSMART CEO Ron Hodge explains why, when the fee differe...
18/09/2026

💰 When is the cheapest ETF not necessarily your best option?

InvestSMART CEO Ron Hodge explains why, when the fee difference is just $1 or $2 a year, what an ETF owns, its concentration and portfolio overlap can matter much more.

👉 Read Ron’s latest article in Money Magazine: https://www.moneymag.com.au/cheapest-etf-not-always-best-choice

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

ETF fees are falling fast, but the cheapest fund isn't always the best choice. Here's what to compare before adding an ETF to your portfolio.

💰 Professional portfolio management for around 46 cents a month? Meet the new InvestSMART WealthBuilder Portfolio. You c...
14/09/2026

💰 Professional portfolio management for around 46 cents a month?

Meet the new InvestSMART WealthBuilder Portfolio.

You can start with just $1,000 and have your portfolio professionally managed.

At the $1,000 minimum, the 0.55% p.a. total InvestSMART management and administration fee works out to approximately $5.50 a year, or 46 cents a month.*

InvestSMART selects the ETFs, manages the portfolio allocation and monitors it over time, so you don’t have to do it yourself.

WealthBuilder invests predominantly in Australian and international shares and is designed for long-term investors who are comfortable with market ups and downs.

Start with $1,000. Invest for the long term.

👉 See how WealthBuilder works: https://bit.ly/4xsjL6a

* 0.55% p.a. on balances up to $200,000; less above that. Excludes indirect ETF costs and brokerage on sales. High risk. Suggested investment timeframe of 7+ years.

General advice only — not based on your objectives, financial situation or needs. Read the PDS and TMD before investing. Professionally Managed Accounts issued by InvestSMART Funds Management Ltd ACN 067 751 759 AFSL 246441.

Apply online to invest in Investsmart Wealthbuilder Portfolio. Learn more about this managed investment portfolio including portfolio growth, allocation & performance. Find out more at InvestSMART

Address

Level 2, 66 Clarence Street
Sydney, NSW
2000

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+611300880160

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