Top FAQs

Frequently asked questions & other supporting information

An InvestSMART Professionally Managed Account using a Fundlater non-recourse loan is only available for

  • individual and joint accounts
  • individual trustee and joint trustees for a child

InvestSMART Professionally Managed Accounts using a Fundlater non-recourse loan can invest in the following InvestSMART Diversified Portfolios:

You will be provided with a BPAY biller code and reference number to make your payments.

You will also receive email and text notifications when each instalment is due.

You may wish to set up a recurring payment through your bank using their banking platform or manually make payments when they are due. You will need to contact your bank should you need assistance with their platform.

The minimum amount is $325 per month. You can pay your Fundlater non-recourse loan off quicker if you want.

No, a Fundlater non-recourse loan is not a margin loan. As long as you can continue to make the repayments your account will continue to operate no matter the market movements.