SMSF Investing made easy

Let us take the time and hassle out of growing and protecting your retirement savings, so you can get on with enjoying life.

Welcome to Stockspot – where you take control of what’s important to you, with the convenience of automated portfolio balancing and tax reporting.

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Fewer ups and downs

Our portfolios aim to minimise risk while maximising returns through diversification. Nobel Prize winning research has shown that spreading your money across different assets is the most reliable way to grow your wealth.

Saves you time

We research the best investments for your portfolio and precisely rebalance it as the market changes. We automate many time-consuming jobs, like maintaining the right investment mix for your age and re-investing dividends.

Saves you money

Our low monthly fee is all inclusive and we don't charge brokerage when we buy, sell or rebalance your portfolio. We also help you claim any franking credits owed to boost your total return.

SMSF Investing - Mountains

Stockspot for SMSFs

Get your SMSF portfolio in four easy steps

1
Create your account
2
Tell us your SMSF investment goals
3
Get your personalised portfolio
4
Start investing
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Add Stockspot SMSF Admin if you like Once you have your Stockspot SMSF Investment account we will contact you with details on how to unlock Stockspot SMSF Admin which includes admin, audit and tax lodgement.

SMSF Investing made easy

Stockspot builds you a smart, personalised portfolio based on your retirement goals. We use proven Nobel Prize winning investment strategies to grow your wealth.

Our expert team helps to invest your money into ETFs (exchange traded funds) that give you access to a range of diversified investments. Think global shares, Australian shares, and government bonds. We regularly review your assets and the market to keep your portfolio balanced.

Take control of what’s important to you

Dial up or down your investment risk for an optimal portfolio.

Choose if you want dividends re-invested or distributed to you.

Personalise your portfolio with investment themes like dividend shares or US shares.

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Licensed Australian financial adviser

We are completely independent from the ETFs we recommend.

Established track record of returns

Our portfolios have delivered more consistent returns than Australian shares.

Expert guidance when you need it

Our investment advisers are on hand to help as much or as little as you need.

Simple, all-in-one solution

It's the easy, hassle-free way to build your wealth. No paperwork, no stress.

SMSF admin simplified

When it comes to growing your SMSF we know that costs matter. The less you pay in fees, the more you’ll have for your retirement. That’s why we’ve created Australia’s best value SMSF Admin service.

Once you have your Stockspot portfolio up and running, we’ll contact you with details on how to unlock Stockspot’s SMSF Admin service. Pick the plan that suits you and we’ll keep your SMSF running smoothly.

What’s included

Ongoing reconciliation of accounts including contributions and insurance

Administration of your portfolio including dividends and corporate actions

Maintenance of member details, pension limits and contribution caps

Preparation of annual financial statements and your SMSF return to the ATO

Activity statement including IAS and BAS

Completion of annual independent SMSF audit by a specialist SMSF auditor

Note that Stockspot can’t help with setting up a new SMSF. Starting your own SMSF comes with a lot of responsibility so if this is something you’re considering we suggest first reading the information ASIC has provided on SMSFs and speaking with a licensed adviser who can recommend whether an SMSF is right for you.

Trusted by thousands of Aussies

We're trusted by thousands of clients to manage hundreds of millions of dollars. That's because we always act in our clients' best interest, and we're completely independent from the funds we recommend.

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