SMSF investors can take the hassle out of growing and protecting their retirement savings. Stockspot helps you invest in a portfolio of low-cost ETFs (exchange traded funds) by combining the efforts of experienced investment advisers and an automated investment platform.
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SMSF clients can choose the best investment strategy for them. We build you a smart, personalised portfolio based on your SMSF 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. Your Stockspot SMSF investments include global shares, Australian shares, gold, and high-grade government bonds. We regularly review the market and your assets to make sure your portfolio is balanced.
Licensed Australian financial adviser We're trusted by thousands of clients to manage hundreds of millions of dollars. That's because we always act in our clients' best interests.
Established track record of returns Our portfolios have delivered more consistent returns than Australian shares.
Lower risk portfolio Our portfolios include bonds and gold which help to reduce risk in your portfolio.
Expert guidance when you need it Our experienced investment advisors are always available to answer any questions about your portfolio.
We manage all portfolio rebalancing so you’re never overly exposed to market fluctuations.
Choose if you want distributions re-invested or withdrawn to fund your income stream in retirement.
You can choose investment themes like dividend shares or US shares.
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
We custom-built our questionnaire so that we can find out all the details we need to know to recommend a portfolio that's best suited to your SMSF preferences and goals.
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.
Yes. You can draw a tailored income stream in retirement. Contact our team to discuss your specific needs.
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.
You'll get a simple one page statement that merges all of your individual ETF tax statements into a single, easy to read document. This will allow you to complete your tax return via myTax or you can give it to your accountant. You’ll also get a range of other tax documents to help with reporting.
Stockspot can't help with setting up a new SMSF. 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.
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