Managing a trust's investments can involve more than choosing what to buy. Trustees also need to consider diversification, cash flow, record-keeping and the trust's long-term investment goals.
Stockspot provides a professionally advised ETF portfolio for your trust, 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 trust'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 tax time
We provide consolidated investment and tax reporting that can be shared with the trust's accountant or tax adviser, making tax time easier.
Broaden the trust's exposure beyond property, cash, business assets or a concentrated portfolio of Australian shares.
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 the trust'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 trust structure with room for personal conviction.
Stockspot may suit trustees looking for a professionally managed trust investment account with:
Whether a trust itself is suitable for you depends on your legal, tax and personal circumstances.
You should speak with an accountant, tax adviser or lawyer before establishing a trust or making decisions about the trust deed, beneficiaries, distributions or succession arrangements.
Stockspot can support a range of Australian trust structures, including:
The trust investment account must be opened using the correct trust and trustee details.
Where a company acts as trustee, we will also need information about the corporate trustee and its directors.
Yes. An established family or discretionary trust may be able to open an investment account with Stockspot, subject to our eligibility and verification requirements.
Stockspot can recommend and manage a diversified ETF portfolio for the family trust based on its investment timeframe and risk profile.
The account must be opened in the correct name of the trust and its trustee or corporate trustee.
The requirements depend on the trust structure, but may include:
Our team will explain the documents required for the application.
No. The trust must already be established before opening a Stockspot account.
An accountant, solicitor or trust specialist can help you determine whether a trust is appropriate and prepare the relevant legal documents.
Once the trust is established, Stockspot can advise on and manage the trust's investment portfolio.
Your investments are held in your Trust under your individual Holder Identification Number (HIN). This means your ETFs are legally owned by your Trust - not by Stockspot.
We use bank-level 256-bit SSL/TLS encryption to protect your personal information, and we never share your data with third parties without consent.
As a licensed Australian financial adviser, we operate under strict regulatory requirements and always act in our clients' best interests.
Yes. Personalised investment advice is included as part of our service.
A licensed Stockspot adviser can explain:
You can schedule a call with our advisers here.
You will receive reporting designed to support the trust's investment administration and annual tax preparation.
Available reports may include:
These can be downloaded and shared with the trust's accountant or tax adviser.
No.
Stockspot manages the trust's investment portfolio and can pay investment distributions into the trust's nominated bank account.
The trustee remains responsible for deciding how trust income and capital are distributed to beneficiaries in accordance with the trust deed and professional advice.
This depends on the investments currently held, the account ownership and whether the assets are suitable for the recommended portfolio.
Selling or transferring existing investments may have tax consequences.
Our team can review the portfolio and explain the available options, but you should seek tax advice before making changes.
Access and authority depend on the trust structure and the instructions provided during onboarding.
Where there are multiple trustees or directors, additional identification or authorisation may be required.
Our team can explain the account access arrangements before the application is completed.
Yes. Stockspot Trust account clients can access Stockspot Savings, a lower-risk option designed for cash savings or shorter-term goals.
It may suit trust money that you do not want to invest in a long-term portfolio yet, or funds you want to gradually move into the market over time.
This can support a dollar cost averaging strategy, where the trust invests progressively instead of investing all at once.
Yes. Stockspot portfolios are liquid, so a trust can request a withdrawal from its Stockspot account when needed.
If the money is invested, withdrawals follow the standard ETF selling and settlement process. This means Stockspot will sell the required investments and transfer the proceeds once the trades have settled.
See your balance, income and capital returns at a glance, with downloadable reports ready for 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 ‘Trust’ 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 SMSF 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.
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$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.
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$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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