Discover the power of low-cost index investing with Stockspot Super - an ETF-only super product with personalised advice that's tailored to your age.
Enjoy the diversification, transparency and tax efficiency of owning a personalised portfolio of ETFs within your super without the complexity of creating an SMSF. Stockspot Super is offered as the Stockspot MDA on Super Simplifier.
A customised portfolio tailored to your age.
We will build you a personalised portfolio of low-cost ETFs - designed just for you.
We'll also ensure your portfolio stays aligned to your risk capacity, with yearly reviews of your strategy and automatic adjustments as retirement approaches, all included in our standard service at no extra cost.
Your portfolio is spread across different geographies and asset classes - including gold.
We invest in a mix of growth and defensive assets through ETFs that provide exposure to diversified asset classes, including Australian shares, global shares, bonds, and commodities.
Unlike most super funds, we allocate a portion of your portfolio to gold, which can offer many benefits including protection when it's needed most. No need to create an SMSF to access this precious metal.
By being more diversified, your portfolio is designed to withstand the ups and downs of markets - and importantly, perform over the long term.
Know exactly what you own at all times.
You'll enjoy complete transparency, so you can easily see where your money is invested, how individual ETFs are performing, and the fees charged on your individual account.
No unlisted assets with infrequent valuations. This ensures you don't overpay when your contributions are invested since all of Stockspot's recommended ETFs adjust to their fair market value daily.
Make the most of your retirement savings through a tax efficient account structure.
Pooled funds like many superannuation funds apply tax at a fund level rather than at an individual level. This results in capital gains tax liabilities being deducted from your balance - even if you haven't sold any units.
Over time, this can erode your super balance.
Sit back, relax, and let us handle everything for you.
Our portfolios are designed to balance market risks with shortfall risks, reducing the likelihood of your super running out.
We manage and rebalance your portfolio to ensure ongoing alignment with your overall strategy. This process helps maintain the intended risk and return profile of your investments and adjusts for any changes in market conditions.
More than 15,000 Australians trust Stockspot to grow and protect their wealth.+
See our journeyGold has cushioned Stockspot clients from major market falls and outperformed traditional defensive assets like government bonds over 10 years.#
Our investment portfolios outside of super outperformed at least 99% of similar funds over the last 10 years.^
Our 24/7 client dashboard, app, and educational blog make it easy for you to stay up to date.
Winner, Best FinTech Wealth Management Platform, 2020
Winner, Excellence in Wealth Management, 2021
Finalist, Best Investment Innovation, 2020
Stockspot advisers are available to help you along your investing journey to discuss your investment strategy. They're only an email, phone call, or live chat away.
Winner, Best FinTech Wealth Management Platform, 2020
Winner, Excellence in Wealth Management, 2021
Finalist, Best Investment Innovation, 2020
Stockspot Super is offered as the Stockspot MDA on Super Simplifier. Before opening an account please read the Stockspot FSG, Stockspot Super MDA Guide, and the Super Simplifier PDS and Supplementary PDS, along with other relevant disclosure documents including your personalised Statement of Advice (SOA) and Investment Agreement.
Yes, Stockspot Super offers the same portfolio options as our investment accounts.
We expect to launch a pension product offering in 2025. We'll keep you updated on our progress.
Initially Stockspot will only offer a superannuation product suitable for accumulation members, with a pension product to be added in the future.
You can open an SMSF account on our website to access our diversified, low-fee ETF portfolios.
After you finish your application, you can choose to add optional Life, Total & Permanent Disablement (TPD), and Income Protection insurance through MetLife Insurance Ltd. Our team will support you throughout the insurance application process
Before submitting a rollover, we recommend confirming the details of any cover already in place with your current super fund.
The Super Simplifier PDS includes an overview of fees. For a tailored estimate, start a super application and check the fees section of your Statement of Advice for a detailed fee breakdown. You can then compare these fees with those of your existing super fund. Our client care and advice team is also available to help with your fee queries.
As an SMSF client you're already benefiting from our low-cost, ETF-only portfolios. This new super product is designed for retail super customers only and is therefore not relevant to SMSF clients. Please feel free to reach out to our team if you have any questions.
Once your account is set-up, you can manage all of this inside your super dashboard in ‘Consolidate my Super’ and ‘Manage my Super’.