Investing with FSSA Investment Managers

To make it easier to invest with us, we’ve lowered our investment amounts for our funds to $20,000.

We’re also providing direct, digital access to our active, specialist investment strategies via a new secure Investor Portal.

If you have a financial adviser, you can also invest via a platform. 
 

Direct Investment

We’ve lowered the minimum investment amount and account balance you need for the first time you invest with us to $20,000. There’s no limit on any additional investments you make.

If you’re already invested directly with us, you’ll need to register for access to our secure Investor Portal As a new investor, you’ll need an Australian bank account number to register. 

Invest via a platform

If you have a financial adviser you can invest with us via a platform.  A platform bundles a range of managed funds and investments as one single product to provide consolidated administration, tax, and distribution reporting.

For more information about financial advisers or to find one in your local area, please visit the Financial Planning Association of Australia.

Register for access to our online portal

Visit Financial Planning Association of Australia

 

 

What you need to know before investing


Apply online, by following these simple steps 


You'll need the following for your application: 

  1. Read the fund Product Disclosure Statement (PDS), Target Market Determination (TMD), and the accompanying Additional Information Booklet (AI).
  2. As an investor you can complete our investor online initial application form.
  • A mobile number and email address
  • Identification documents
  • Your Australian Tax File Number (or ACN, ABN, ARCN)

Apply now


 

Important information

 
  • The minimum investment for the first time you invest with us is $20,000. There’s no limit on any additional investments you make.
  • You must be over 18 years of age and have an Australian bank account
  • Read the Product Disclosure Statement and Target Market Determination for the relevant fund
  • Across the FSSA Investment Managers fund range, you can invest in the FSSA Asian Growth Fund and FSSA Global Emerging Markets Focus Fund
  • If you have a financial adviser, speak to them before making an investment decision


 

Resources for investors

We’re here to help with any queries you might have. Please contact our Investor Services team on 1300 553 490 (between 8:00 am to 7:00 pm) or email [email protected].