Move your funds to Stockspot

Make the switch to Stockspot and start enjoying the benefits of a simple, low-fee portfolio.

We're a fully licensed Australian Financial Services provider (AFSL 536082).

Winner

Excellence in Wealth Management, Finnies Awards

Australia's Largest Online Investment Adviser*

Since 2014

Why switch to Stockspot?

I have my money in a savings account

I own a portfolio of stocks, managed funds or ETFs

I am currently with an adviser

Get your time back without high fees:

Enjoy a hands-off approach to investing, without paying the high fees of seeing a traditional financial adviser.

Peace of mind:

Feel more secure in your investment decisions with our proven track record. Choose from a range of diversified portfolios tailored to your individual needs and time horizon. Benefit from diversification without the hassle of managing multiple investments.

Control and transparency:

Have complete control over your money and see exactly where your investments go. Our fees are all-inclusive which ensures you know exactly what you pay, without hidden charges or commissions.

How to Switch to Stockspot

We know that switching your investments can be daunting. That's why we're here to support you every step of the way.

Schedule a call

Step 1

Step 2

We will review your existing portfolio and provide you with clear next steps

Interested in learning more about our investment portfolios?
Get your no-obligation, customised portfolio recommendation.

We are here to help

Our friendly and experienced team will guide you every step of the way to make investing easy and stress-free.

Meet our senior investment experts

Chris Brycki

Founder and 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.

Meet our senior investment experts

Sarah King

Client care and advice

Sarah has more than 18 years financial services experience. As a qualified adviser, she provides financial advice to a range of clients and can help you with any questions on investing and your financial goals.

Meet our senior investment experts

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.

Frequently asked questions

How does Stockspot handle tax reporting?

We’ll provide you with your Annual Investor Statement that details all of your taxable events for the financial year. This includes all capital gains, distributions, and franking credits received from your investments with us. See how we make tax reporting easy.

How much are the fees for Stockspot?

Our fees are all-inclusive, with no hidden charges or commissions. We do not charge any upfront or withdrawal fees. Our fees start at just 0.66% per year for account balances over $10,000 and are lower for higher balances and are much lower compared to seeing a traditional adviser. See our fee structure

Do I own the investments?

Yes. Your shares are owned by you. They are safely registered with the ASX under CHESS sponsorship. Every Stockspot client has an individual HIN (Holder Identification Number). See how we keep your money safe here.

How are ETFs taxed?

ETFs are one of the most tax efficient investments in Australia. Compared to LICs or managed funds, they generally have lower portfolio turnover since they track an index and have a buy-and-hold approach. As a result, investors in ETFs often experience lower capital gains taxes during their holding period. Learn more.

This is general information only and doesn’t consider your personal circumstances. You should consult with your accountant to learn more about the tax consequences of owning ETFs and how it may impact your overall tax.