Stockspot | Investing for trusts | Smart automated investing

Take control of your investments

Designed for both capital growth and dividend income

Choose if you want dividends reinvested or distributed to you quarterly.

Increase or decrease your investment risk depending on your profile

We manage all portfolio rebalancing, helping you navigate through market fluctuations.

Personalise your portfolio

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.

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 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.

How it works

1

Create your account

2

Tell us your trust fund's investment goals

3

Get your personalised portfolio

4

Start investing

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Meet the team

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.

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Meet our investment experts

Chris Brycki Founder & CEO

Chris 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 King Client Care and advice

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.

Hannah Hooper CLIENT CARE AND ADVICE

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 Lal SUPERANNUATION AND PARTNERSHIPS

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.

Gold-standard privacy and security

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.

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Your privacy and security are our priority

Winner, Best FinTech Wealth Management Platform, 2020

Winner, Excellence in Wealth Management, 2021

Finalist, Best Investment Innovation, 2020

Frequently asked questions

What is a discretionary trust?

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.

What is a family trust?

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.

Should I invest through a trust?

You should speak with your accountant or financial advisor before setting up any form of trust to make sure it's right for you.

Can I draw-down income for expenses?

Yes, you can elect to have quarterly income distributed to you.

Can I talk to an expert for advice?

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.

How do you know which investment strategy is right for my trust?

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.

How much does it cost?

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.

Is my money safe? How do I manage my portfolio?

Yes, all investments are held under your own unique HIN (Holder Identification Number) which identifies you as the holder. It’s the safest way to invest because the assets are always held by you. You can view and manage your portfolio via the Stockspot dashboard and app. See how Stockspot keeps your money safe.

What kind of reporting will I get at tax time?

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.

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Investing made easy for trusts