Welcome to InvestSMART: Smart Investing Made Easy InvestSMART is your gateway to smarter investing. In this video, we explain what makes InvestSMART the preferred choice for investors looking for a straightforward, effective, and affordable investing experience. Why InvestSMART? Capped Fees: Say goodbye to percentage-based fees that eat into your investment. With InvestSMART, you can enjoy transparent, capped fees that make investing more accessible and cost-effective. Simplified Investing: Whether you're a seasoned investor or just starting, InvestSMART’s tools and resources are designed to make your investment journey as seamless as possible. Intelligent Insights: Gain access to expert analysis and recommendations that guide you in making informed investment decisions. InvestSMART is not just about investing; it's about investing smarter. We provide you with the tools, knowledge, and support to ensure your investment journey is successful and stress-free. Discover the InvestSMART Advantage Join the thousands of Australians who trust InvestSMART for their investing needs. Learn more about our unique approach to investing and how we can help you achieve your financial goals with ease and confidence. Stay Connected Don’t forget to subscribe to our channel for more insights on smart investing and updates on how we continue to revolutionise the investment world. Your smarter investment future starts here, with InvestSMART. IMPORTANT: This information is general financial product advice only and you should consider the relevant Product Disclosure Statement (PDS), Financial Services Guide (FSG), Target Market Determination (TMD) or seek professional advice before making any investment decision. The PDS for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. * InvestSMART’s capped management fees (capped at $550 p.a.) do not include indirect cost ratio charged by ETF providers nor brokerage. Indirect Costs are estimated to be between 0.09% - 0.30% p.a. depending on the portfolio. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. Performance figures are after management and admin fees excl. brokerage and assuming dividends re-invested and no withdrawals. Performance figures for periods greater than one year are annualised and presented as "per annum" values. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Historical performance is not a reliable indicator of future performance. ^^ The performance figures for the Intelligent Investor Income and Growth Model Portfolios are since inception on 1 August 2001 using theoretical buys and sells without brokerage and management fees until 1 July 2015. After the 1 July 2015 performance figures (after fees and brokerage) were recorded from the Separately Managed Accounts that mirrored these models. After 18 June 2019 performance figures (after fees and brokerage) have been recorded from the Australian Equity Income ETF (ASX: INIF) which mirrors the Income Model and after 5 October 2020 performance figures (after fees and brokerage) have been recorded from the Australian Equity Growth ETF (ASX: IIGF) which mirrors the Growth Model. Past performance may not be a reliable indicator of future performance. Copyright © 1999-2024 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 | Financial Services Guide