Smartshares Savings Plan

If you're a new or existing Smartshares investor you can make a regular monthly investment directly from your bank account at no cost.*

That's smart because it happens automatically, every month for an amount you choose (minimum contribution $50 per month). What's even better, you don't pay anything to do this. So every dollar you put into your Smartshares fund gets fully invested, meaning you receive the full benefit of your contribution.

And, you can make free one-off lump sum deposits with your monthly direct debit when you join the savings plan.

How to get started

1. To apply simply order an investment statement with the application and direct debit forms for the Smartshares Savings Plan. You also can download an investment statement to save yourself time.
2. Send in your completed application to LINK Market Services Limited, PO BOX 91976, AUCKLAND 1030.

Key benefits

• Zero Cost – no transaction fees*
• Affordable – from just $50 per month
• Flexible – You can stop, restart, increase or decrease your regular contributions
• Less risk – Investing regularly can smooth out the market's ups and downs – automatically (see our Smart Tip on Investing)
• One-off lump sum deposits – once you join the plan you can make one-off lump sum deposits at no cost*

*The 25 cent transaction fee as outlined in the Investment Statement is currently being waived by Smartshares Limited and may be reintroduced in the future with a six-month notice period to all unitholders. Smartshares Limited is also entitled to interest on amounts in the Regular Savings Plan account prior to SmartTENZ, SmartMIDZ, SmartMOZY and SmartFONZ units being issued.

**Please complete a Savings Plan Form (request to change) to your Direct Debit Authority and post to LINK Market Services Limited, PO BOX 91976, AUCKLAND 1030 to arrive no later than 10 business days before the Smartshares Savings Plan direct debit date.

The example below shows just how much difference saving an additional $100 a month in FONZ can make to your investment long term.

Please note, this graph is for illustration only and does not provide any views to the possible returns of Smartshares

This example assumes a gross return of 10%pa over five years based on 6% dividend yield and 4% capital gains (all dividends reinvested net of tax).

This scenario shows that you would have $14,541 in your smartshares fund after five years if you start with a $5,000 initial investment and add just $100 to your investment each month. If you were to invest $200 per month this investment would grow to $21,736, helping you reach your investment goal even faster.

Smartshares savings plan – a smart and easy way to save.