Why Rev Invest is a practical investment option for SMSF clients
Our online ivestment platform, Rev Invest gives accountants a compliant way to help SMSF clients who aren’t actively managing their investments but don’t want a financial adviser.
Trustees retain control of their SMSF and choose how much to invest (from $5,000) across five professionally managed ETF portfolios—without advice fees—while key risks like asset allocation and diversification are managed within FMD’s established investment governance framework.
Helping accountants support better SMSF investment outcomes—without crossing the advice line
At FMD, accounting partners often tell us they sometimes see their clients’ SMSF investments are not being well managed and may be missing opportunities. However, with compliance obligations and knowing the client has little appetite for meeting with a financial adviser, they can be unsure how to help. Rev Invest was designed to sit squarely in this gap.
A practical solution that respects SMSF advice boundaries
By simply opening an online account with Rev Invest in the SMSF’s name, trustees can access five professionally managed portfolios of low-cost ETFs, each designed for different risk profiles, objectives and timeframes. Trustees retain full ownership and control within their SMSF, while investment decisions are managed within a disciplined, research‑driven framework.
For many accountants, Rev Invest becomes a reference point in SMSF conversations, a way to say:
“There are professionally managed options you can choose if you don’t want to do all of this this yourself—here’s an option that fits cleanly within an SMSF structure.”
Key features for SMSF trustees
Rev Invest is designed to give SMSF trustees flexibility and control, while ensuring the most significant investment risks are managed within a professional framework. Through Rev Invest, trustees can:
Choose from five professionally managed portfolio options, designed to suit different risk profiles, objectives and timeframes.
- With a minimum investment of $5,000, trustees can decide how much of their SMSF portfolio to allocate to Rev Invest, using it as a core investment or alongside other assets.
- Avoid advice fees, while still benefiting from professionally managed portfolios.
- Access an online investor portal to:
- view holdings and performance
- understand fees clearly
- stay informed about what’s driving portfolio decisions.
This approach allows SMSF trustees to retain decision-making control, while key portfolio risks such as asset allocation, diversification and ongoing management are handled within the portfolio framework.
Backed by established investment governance
The Rev Invest portfolios are managed by FMD’s long‑established Investment Committee, which oversees portfolio construction, asset allocation and ongoing monitoring.
A managed ETF portfolio—done properly
Rev Invest portfolios are built using well‑researched exchange traded funds (ETFs), providing broad diversification while keeping costs efficient. ETFs are a way to access lower-cost investments. While trustees can access ETFs via a brokerage account (for example, CommSec), the time and effort to research, select and rebalance can be too much for many trustees, who are often time-poor business owners.
Rev Invest manages all of this as part of a cohesive investment strategy, which can be appealing for SMSF trustees who want structure and diversification without needing to actively manage investments themselves.
Designed to complement SMSF administration
From an accounting perspective, Rev Invest fits neatly alongside existing SMSF administration and compliance processes, with simple annual reporting reduce administrative friction for both trustees and accountants.
A practical option for SMSF conversations
We see Rev Invest as a practical, compliant option for accountants when discussing investment execution with SMSF clients, particularly where portfolios are inconsistently managed or overly concentrated.
It allows accountants to share information, not advice, while pointing clients to a professionally managed portfolio option within an SMSF structure, without overstepping regulatory boundaries.
You can learn more about Rev Invest and see latest portfolio performance at revinvest.com.au
General advice disclaimer: This article has been prepared by FMD Financial and is intended to be a general overview of the subject matter. The information in this article is not intended to be comprehensive and should not be relied upon as such. In preparing this article we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this article to particular circumstances. FMD Financial, its officers and employees will not be liable for any loss or damage sustained by any person acting in reliance on the information contained on this article. FMD Group Pty Ltd ABN 99 103 115 591 trading as FMD Financial is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977. The FMD advisers are Authorised Representatives of FMD Advisory Services Pty Ltd AFSL 232977. Rev Invest Pty Ltd is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977.