How to buy Smartshares

Cash Application

You can purchase Smartshares by completing the Application Form contained in the Smartshares Investment Statement and sending direct to the registry along with your cheque. The minimum cash application investment for a new investor is $1,500 or $1,000 if you are an existing Smartshares unitholder. Please note your application for units made via this facility will be processed at the end of each month. Cash applications need to be received by the Registrar by the 20th of the month so units can be allocated and priced at the end of the month.

...or talk to an NZX Advisor

You can buy Smartshares through an NZX Advisor, just like an ordinary share. NZX Advisors are accredited by NZX to give advice and are monitored on an ongoing basis for compliance.

...or talk to a financial advisor

You could also ask your financial advisor about Smartshares as many have arrangements for buying these products either through Smartshares or an NZX Advisor.

For more information contact Smartshares Limited, call the Smartshares help line on 0800 80 87 80 or contact any NZX Primary Market Participant (broker).

The Smartshares Savings Plan

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.

Apply now.