New: Customise your super investments with Raiz Invest Super Plus Portfolios
We are excited to introduce the latest evolution of personalised investing on the Raiz platform – Plus portfolios for Raiz Invest Super members! Building on the success of our Plus portfolios released in August last year, we are thrilled to extend this groundbreaking feature to Raiz Invest Super members, empowering them to create bespoke portfolios tailored to their individual financial aspirations.
Just as with our existing Plus portfolios, super members now have unparalleled flexibility in crafting their investment strategy. With Raiz Invest Super Plus portfolios , you can design a diversified portfolio comprising ETFs, ASX-listed stocks. This innovative feature allows you to align your investments precisely with your financial goals and risk tolerance.
Unlike some other investment platforms, we believe in providing our users with a wide range of options to build their portfolios. While Bitcoin is not included in Raiz Invest Super Plus due to risk considerations, you can still access a comprehensive suite of investment types to construct a portfolio that suits your needs. For a list of the available investment options, see the Super Plus Investment Guide available here.
Similar to its predecessor, Raiz Invest Super Plus offers intuitive tools and an easy-to-navigate interface, ensuring a seamless user experience. Whether you’re a seasoned investor or just starting your investment journey, the Raiz platform empowers you to take control of your financial future with confidence.
Personalisation is at the heart of Raiz Invest Super Plus. Not only can you allocate percentages to different investment types (subject to portfolio allocation limits), you can also select a unique name and colour scheme for your portfolio, adding a personal touch that reflects your individual style and preferences.
Moreover, we’re excited to announce an enhancement to the insurance feature within Raiz Invest Super. We’ve listened to your feedback and understand the importance of flexibility when it comes to insurance coverage, and in response we’ve improved the opt-in and opt-out capabilities for insurance.
You can now opt-in to receive Death (including Terminal Illness) and Total & Permanent Disability (TPD) insurance cover at any time directly through the Raiz app, subject to meeting the eligibility conditions. If you decide that the insurance cover is not right for you, you can also cancel the cover at any time.
Raiz Invest Super Plus is now available all Raiz users, accessible via the mobile app and with the same fee structure as existing Raiz Invest Super accounts. Whether you’re looking to fine-tune your investment strategy or embark on a personalised approach for the first time, Super Plus is designed to unlock your full investing potential.
Before diving in, we encourage you to review Product Disclosure Document and the Target Market Determination for important information on the product, associated risks and fees. At Raiz, we are committed to transparency and empowering our users to make informed decisions about their investments.
Published 2/8/2024
Don’t have the Raiz App?
Download it for free in the App store or the Webapp below:
Important Information
Raiz Invest Australia Limited – Authorised Representative of AFSL 434776. The Raiz Invest Australia Fund and Raiz Property Fund are issued in Australia by Instreet Investment Limited (ACN 128 813 016 AFSL 434776) a subsidiary of Raiz Invest Limited and promoted by Raiz Invest Australia Limited (ACN 604 402 815).
Raiz Invest Super is a Division of AMG Super and is issued by Equity Trustees Superannuation Limited (AFSL 229757, RSE Licence No L0001458) as Trustee of AMG Super.
The information is general information only and does not take into account of your personal financial situation, goals or needs. You should obtain financial advice tailored to your circumstances by a licensed financial adviser.
A Product Disclosure Statement (PDS) and Target Market Determination (TMD) for Raiz Invest Australia Fund, Raiz Invest Super and Raiz Property Fund (together, the Products) are available on the Raiz Invest website and App. Please read and consider the PDS and TMD to understand the risks and determine if the Products are suitable for you. The risks and fees are fully set out in the PDS and include the risks that would ordinarily apply to investing.
Any returns shown or implied are not forecasts and are not reliable guides or predictors of future performance.
Under no circumstance is the information to be used by, or presented to, a person for the purposes of deciding about investing in the Products.
This information may be based on assumptions or market conditions which change without notice and have not been independently verified.
Any opinions or information expressed are subject to change without notice.
Home loans are subject to approval from the lending institution and Raiz Home Ownership makes no warranties as to the success of an application until all relevant information has been provided.
Raiz Home Ownership Pty Ltd (ABN 14 645 876 937), an Australian Credit Representative number 528594 under Australian Credit Licence number 387025. Raiz Home Ownership Pty Ltd is 100% owned by Raiz Invest Australia Limited (ABN 26 604 402 815).
