Complete our quick online application to start investing with
Shaw and Partners Morrissey Group today.

When you open an account in Shaw SMArt Invest, you obtain your own personal investment portfolio that is professionally managed for you by your investment team in accordance with the objectives of the Model Portfolio you have chosen.

• Low cost, diversified & professionally managed

• Minimum Investment $5,000

• Open an account quickly and online

• Receive regular market updates from Morrissey Group Portfolio Managers

• Funds can be redeemed daily

The investments in your portfolio are beneficially owned by you, and you can view the underlying investments in your portfolio, change Model Portfolios and transfer additional money to, or make a withdrawal from, your account at any time.

You are able to see your portfolio via your Investor Portal and our app. You will also be able to access regular information from your investment team explaining the investment decisions they are making, and their thinking, generally, so that you are fully informed about your portfolio.

When your investment team believes it is desirable to make a change to the investment composition of a Model Portfolio, it instructs the Administrator as to what changes to make, and the Administrator then makes those changes for every investor who has selected that Model Portfolio.

Model Portfolios

Click on the Model to read more

Your portfolio will be professionally managed

Once you open an account and select the Model Portfolio, you will have your own personal portfolio that will be professionally managed by us. The portfolio will be fully implemented including any buys and sells of any underlying shares held in your portfolio.

Stay informed and up-to-date via your Investor Portal and our app

You will be able to view your portfolio via your Investor Portal and our Shaw SMArtInvest app. We will also keep you informed on the key issues we are assessing in managing your portfolio, including explaining changes we make to your portfolio.

Reports

You can generate several reports on your portfolio, at any time via your Investor Portal, covering portfolio performance, transactions, fees, and taxation. You will also receive an Annual Tax Statement to assist you (and your accountant) in preparing your annual tax return.