Whether your company holds retained profits, surplus cash or long-term family wealth, Stockspot can help you invest through a professionally managed ETF portfolio.
Stockspot provides a professionally advised ETF portfolio for your company, with ongoing portfolio management, automatic rebalancing and clear investment reporting.
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We build your portfolio
We recommend a diversified ETF portfolio based on the company's investment objectives, timeframe, income needs and risk profile. Our approach is grounded in evidence, not market noise.
We manage it for you
We invest new deposits, monitor the portfolio and rebalance it when needed to keep it aligned with the recommended strategy.
We simplify reporting
We provide consolidated investment and tax reporting that can be shared with your company's accountant or tax adviser, helping make tax time easier.
If your company holds funds that are intended for long-term investment, Stockspot can help you invest them in a structured, diversified portfolio. Looking for a combination of both? We also have a short-term savings solution available to clients.
Access a diversified mix of low-cost ETFs, which may include Australian and global shares, emerging markets, bonds and gold.
We manage the portfolio using a disciplined investment process rather than reacting to short-term market noise.
A disciplined core portfolio should remain the foundation of your company's investment strategy. Eligible clients can also add selected Stockspot Themes to introduce additional exposure to particular markets or investment styles.
Your portfolio is anchored by low cost index ETFs that provide broad market exposure across Australia and globally. This keeps your strategy diversified, transparent and consistent.
You can then layer in selected Themes to gain exposure to areas such as US shares or dividend focused strategies. The core remains steady. The Themes add flexibility. Together, they give your company structure with room for personal conviction.
Yes. Stockspot supports registered Australian companies, including businesses investing surplus cash and companies established primarily to hold investments.
A company is a separate legal entity, so the account and investments are held in the company's name.
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.
We sell the required investments and transfer the proceeds after standard market trading and settlement processes.
Yes. Stockspot can recommend a portfolio based on your company's timeframe and risk profile.
Funds required for short-term business expenses may be better kept in cash or a lower-risk option, while diversified investments are generally more appropriate for longer timeframes.
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.
Stockspot provides investment advice and portfolio reporting, but does not advise on whether a company is the right tax or legal structure for you. Speak with your accountant or tax adviser about company tax rates, capital gains and distributing money to shareholders.
The investments are held under your company's own Holder Identification Number, or HIN. This identifies the company as the holder of the investments.
Potentially. Stockspot can review an existing company portfolio and help develop a transition plan. Selling or restructuring existing investments may have tax consequences, so your accountant should be involved before changes are made.
Eligible clients can add selected Stockspot Themes to their diversified core portfolio. These can provide additional exposure to areas such as US shares or dividend-focused investments.
See your total balance, income return and capital return at a glance. You can also download capital gains and income reports at any time to share with your accountant or auditor.
See sample reports below:
Understand exactly how your portfolio is allocated across asset classes and regions. Transparency is built in.
Track how your investments are performing over time, with clear return insights across growth and income.
We need it to save your portfolio recommendation
Select ‘Company’ as the account type
After we recommend a strategy, you either choose that strategy, or you might opt for another one
Get started by making your first deposit
As your company balance increases, your fee rate reduces.
Many of our clients invest between $200,000 and $2 million or more. As they grow, they benefit from lower percentage fees and greater access to adviser support.
View our pricingPlatinum
$200,000+ IN ASSETS
Get priority access to an adviser and enjoy a low fee of 0.528% per year across all your investment accounts.
Learn moreDiamond
$2M+ IN ASSETS
Experience our highest level of service with an ultra-low fee of 0.396% per year across all your investment accounts.
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Book your complimentary 30 mins consultation call now.
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