“Stockspot is the financial advisor making investing easy. We build you a smart, personalised portfolio using proven investment strategies to grow your wealth.”
“Stockspot is Australia's first and largest online investment adviser. We build you a smart, personalised portfolio using proven investment strategies to grow your wealth. We use ETFs (exchange traded funds) that give you access to a range of different investments including global shares, Australian shares, and government bonds.”
“We ask a few questions about your financial situation when you sign-up to determine if investing is appropriate for you. If it is, we match you with an investment strategy consistent with your goals and risk capacity and then manage the investment process for you.”
“Our team is located in Sydney, Australia. Learn more about our team here.”
“We have a team of experienced investment professionals and you can contact our client care and advice team by phone, email or live chat during business hours (AEST) Monday - Friday.”
“Yes. Our investment service is audited each year by a Chartered Accounting firm.”
“You just need an email address and to set a password to get a portfolio recommendation.”
“Yes. Stockspot is a licensed Australian Financial Services provider (AFSL 536082) regulated by ASIC.”
“Yes. Stockspot supports registered Australian companies, including businesses investing surplus cash and companies established primarily to hold investments.”
“We ask about your company's goals, investment timeframe, financial position and risk preferences. We then recommend a diversified portfolio suited to the information provided.”
“Companies should generally keep enough cash available for tax, payroll, operating expenses and unexpected costs. Funds that will not be needed in the short term may be more suitable for investing. We also have a short term savings investment solution for clients.”
“Yes. Your company can request a withdrawal from its Stockspot account.”
“Yes. Stockspot can recommend a portfolio based on your company's timeframe and risk profile.”
“Yes. Your company can choose to have portfolio income reinvested or distributed quarterly.”
“Stockspot provides consolidated annual tax reporting and supporting portfolio documents. These can be shared with your accountant to help prepare the company's accounts and tax return.”
“The investments are held under your company's own Holder Identification Number, or HIN. This identifies the company as the holder of the investments.”
Download this profile and inspect its supporting evidence.