IndexInvest is helping Australians discover effective investment outcomes by utilising index based investments.

Rather than passively holding investments, we astutely manage portfolios across an array of markets and sectors, regularly evaluating where opportunities exist to add value.The IndexInvest satellite strategies focus on high performance outcomes.

Service Proposal

We provide investors with dynamic investment portfolio management and administration on a range of index based investment models and strategies. In each of our investment solutions you are the benefical owner of each holding. Our portfolios:

  • are tactically managed investment solutions;
  • are monitored and reviewed regularly;
  • provide all reporting needs to fulfil your quarterly tax requirements (e.g. IAS/BAS), and annual tax requirements. All taxation items such as tax credits (franking, foreign, withholding, etc) and capital gains are collated for your benefit;
  • 24 hour online access to view and monitor your portfolio and print reports;
  • Helpline to discuss your investment needs.

To obtain information of our performance and pricing or how to invest register your interest now.

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