Investing as the trustee of the family, discretionary, or testamentary trust? Take the hassle out of growing and protecting your money. Stockspot helps you invest in a portfolio of low-cost ETFs (exchange traded funds) by combining the efforts of experienced investment advisors and an automated investment platform.
Choose if you want dividends reinvested or distributed to you quarterly.
We manage all portfolio rebalancing, helping you navigate through market fluctuations.
You can choose investment themes like dividend shares or US shares.
Choose the best investment strategy for your trust. We build you a smart, transparent, and personalised portfolio based on your investment goals. We use proven Nobel Prize winning investment strategies to grow your wealth.
Our expert team invests your money into ETFs (exchange traded funds) that give you access to a range of diversified investments. Our selection of funds offer low-cost, transparent, and liquid exposure to asset classes, sectors and market factors. Your Stockspot investments will include global shares, Australian shares, gold, and government bonds.
Independent, licensed Australian financial adviser
We are completely independent from the ETFs we recommend. No hidden commissions, no biases.
Established track record of returns
Our portfolios have delivered more consistent returns than simply investing in Australian shares only.
Lower risk portfolio
We invest in bonds, gold, and global shares to help make your trust's portfolio less risky.
Expert guidance when you need it
Our investment advisers are on hand to help as much or as little as you need.
Founder Chris Brycki started Stockspot to help Australians invest better and achieve financial freedom. As a professional fund manager he saw too many people getting ripped off by bad investment advice and high fees. Chris left his career to build Australia's first personalised online investing platform.
Today, Stockspot has a team of qualified professionals who help guide thousands of clients to build wealth with a proven investment strategy.
Our set of principles guides how we advise clients and invest their money. This is our DNA and what sets us apart from other products and investment managers.
Schedule a callChris has over 25 years of investment experience and spent most of his early career as a Portfolio Manager at UBS. Chris has been a member of the ASIC Digital Advisory Committee and volunteers as a member of the Investment Committee for the NSW Cancer Council.
Sarah's here to guide you on your investing journey and help keep you on track. As a qualified financial adviser with over 13 years of experience in financial services, she can help with any questions you have about your investment goals and strategies.
Marc researches and analyses our portfolios, investment strategies and the broader market. Having previously worked for Morgan Stanley and AMP, he is an expert in ETF analysis and managing investment portfolios.
Hannah's here to ensure your investing strategy meets your objectives and answer any questions about your portfolio. She has extensive experience in financial services having helped both retail and institutional clients during her time at IG and CommSec.
Enid joined Stockspot after an 18 year career at Vanguard managing strategic relationships with super funds, banks, wealth management firms and investment platforms. She has deep expertise in managing investment products and superannuation.
Our bank-level web security keeps your information safe and secure (for the geeks out there, that's our 256-bit SSL/TLS certificate).
Your investments are held safely in your own name under your own individual Holder Identification Number (HIN).
We never share your personal information with third parties.
Winner, Best FinTech Wealth Management Platform, 2020
Winner, Excellence in Wealth Management, 2021
Finalist, Best Investment Innovation, 2020
A discretionary trust is one where the trustee, (often a private family controlled company), enjoys the freedom to make choices over the control and allocation of assets and income for the benefit of the beneficiaries. This includes private investment portfolios. The trustee is the legal owner of the trust assets and the beneficiaries hold the beneficial interest in the trust assets.
Family trusts are a popular type of discretionary trust used to hold assets or run a family business. They are usually established to manage certain assets or investments and support beneficiaries. A family trust is passed on to the next generation of beneficiaries, making it an effective tool for holding inheritances.
Yes, you can elect to have quarterly income distributed to you.
Yes, you can speak with one of our expert investment advisers whenever you need. We can also help review your existing portfolio or work with your accountant on a transition plan. Schedule a call with our advisers.
Our custom questionnaire allows us to find out all the details we need to know about your situation. Then our smart algorithms recommend a portfolio that’s best suited to your trust’s preferences and goals. Find out more about our portfolios and portfolio returns.
Refer to Pricing to view the Stockspot fee tiers.
Fees are charged monthly based on the average balance in your account over the month. Fees cover the ongoing management and rebalancing your portfolio, annual reviews to ensure that it continues to be the most suitable for your situation, administration and tax reporting.
We don't charge extra for brokerage and there are no other hidden costs. ETF fees are an indirect cost of approximately 0.25% p.a and come out of the ETF price.
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