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General FAQs

Investing via an online platform is a fast, easy and powerful way of managing your investments. 
ifsinvest has been developed to take advantage of modern technology and allow you to:

  • Monitor your investments 24/7.
  • Access a wide range of investment options.
  • Build a ‘whole of portfolio’ view by listing your investments in one place.
  • View and print a wide range of reports at any time.

To update your details please log in to the Secure Portal and complete the Change of Details form.

Contact the Client Care Team on 1300 734 416 or via email askus@ifsinvest.com.au.

The Term Deposit rates are available via the Secure Portal.

If you have a complaint please call 1300 78 08 08 or write to the responsible entity:

Complaints Officer
ifsinvest
PO Box R1926
Royal Exchange NSW, 1225

Your complaint will be acknowledged in writing and upon investigation of the matter respond within 45 days of receipt of your complaint (or longer if agreed by you). 

If you are not satisfied with the response, you can contact the Financial Ombudsman Service (FOS) at:

Financial Ombudsman Service 
GPO Box 3
Melbourne VIC 3001
Phone: 1300 780 808
Website: fos.org.au

Investing

  • $10,000 per Model Portfolio
  • $1,000 per Managed Fund
  • $5,000 Term Deposits

In addition to these investment minimums, an initial deposit and ongoing balance of $2,500 must be retained in the Cash hub at all times.

 The initial and additional investment minimums are $100 per month subject to minimum investment and Cash Hub requirements.

 

The minimum for the Regular Withdrawal Plan is $100 per month subject to minimum investment and Cash Hub requirements.

 

All dividends and distributions are paid into your Cash Hub unless you choose to reinvest. Reinvestment can be implemented via the Secure Portal.

No, ifsinvest puts you in control and allows you to access and manage your own investments online at any time. In the Secure Portal, you’ll find everything you need to transact on your account. Contact our Client Care team on 1300 734 496 or via email askus@ifsinvest.com.au if you need any assistance managing your account.


You are able to apply to ifsinvest directly. If you would like to do so please contact us.

A Model Portfolio is an investment portfolio that comprises a range of Managed Funds. IFS has been appointed by OneVue the responsible entity of ifsinvest as the manager of the Model Portfolios. You beneficially own the assets, which are held by the custodian on your behalf.
Model Portfolios cater for a range of investor needs, risk profiles and objectives. Each Model Portfolio has a specific Strategic Asset Allocation (SAA) set by IFS.

Reports

A comprehensive range of online reports are available to you through the Secure Portal, including valuation, asset allocation, performance, transaction and tax.

Yes. Online access to your portfolio is available through the Secure Portal where you can keep track of your investments and access reports.