Why Rev Invest is a strong investment option for your SMSF clients
At FMD, we work closely with accounting partners who support clients considering, or already running, self managed super funds (SMSFs). We know that while an SMSF can offer flexibility and control, investment execution is often where trustees feel the most uncertainty.
That's why our online investment platform Rev Invest, gives SMSF minded clients access to professionally managed portfolios, backed by a long established investment governance framework, without the complexity of managing investments themselves.
An investment solution perfect for an SMSF
Many clients are attracted to SMSFs for the structural control they offer, but don’t necessarily want to be responsible for day to day investment decisions, asset allocation or market monitoring.
Through Rev Invest, clients can invest in one of five professionally managed portfolios, each designed for different investment objectives, timeframes and risk profiles. This allows SMSF trustees to retain strategic control while relying on a disciplined, research driven investment process to manage the underlying portfolio.
For accountants, this means clients can access a quality investment solution that aligns with SMSF structures, without introducing unnecessary complexity into administration or reporting.
Backed by FMD’s long established Investment Committee
One of the key reasons our accounting partners feel comfortable recommending Rev Invest is the proven governance behind it.
At FMD, our investment portfolios are overseen by our long established Investment Committee, which brings together senior investment professionals and independent expertise to guide portfolio construction, asset allocation and ongoing monitoring. This same committee framework underpins Rev Invest.
The Rev Invest portfolios are managed by an experienced portfolio manager who works closely with our Investment Committee and appointed consultants. This structure ensures investment decisions are disciplined, transparent and consistently reviewed, rather than reactive or ad hoc.
For SMSF clients, this provides confidence that their investments are supported by a proven management track record and robust oversight, rather than relying solely on individual decision making.
See the latest Rev Invest portfolio performance here.
Simple, transparent and easy for clients to understand
We’ve deliberately designed Rev Invest to be simple and accessible, both for clients and for the professionals supporting them.
Clients can access an online investor portal to view portfolio information, track performance, understand fees and stay informed about what’s driving investment decisions. From an accounting perspective, this clarity helps support more informed conversations with clients and more straightforward annual reviews.
Rev Invest has a minimum investment of $5,000, making it accessible for a wide range of clients, including those establishing an SMSF or consolidating assets. Fees are low and transparent, which helps reduce surprises and makes cost discussions clearer and more comfortable for everyone involved.
A managed portfolio approach using ETFs
Rev Invest offers something for every investor, with five distinct investment portfolios built around well researched exchange traded funds (ETFs), allowing for broad diversification across asset classes while keeping costs efficient.
While ETFs themselves are widely available, we know that simply holding ETFs doesn’t automatically result in a well diversified or well managed portfolio. Through Rev Invest, diversification, portfolio construction and rebalancing are managed as part of a cohesive investment strategy, rather than left to individual selection.
This approach can be particularly appealing for SMSF trustees who want investment discipline and diversification without needing to constantly monitor markets or rebalance portfolios themselves.
Designed to complement accounting and SMSF administration
From an accountant's perspective, Rev Invest fits neatly alongside existing SMSF administration and compliance processes.
Rather than dealing with multiple direct holdings, frequent transactions or inconsistent reporting, Rev Invest provides a consolidated, professionally managed investment solution. This can simplify record keeping, support clearer reporting and reduce administrative friction for both trustees and their accountants.
It also allows accounting firms to focus on what they do best; offering structure, compliance and strategic advice, while knowing clients’ investments are being managed within a robust framework.
Supporting better long term client outcomes
Ultimately, Rev Invest is about helping your clients make better long term investment decisions within their chosen structure.
For clients who want the control and flexibility of an SMSF, but also value professional investment management, Rev Invest offers a practical middle ground. It combines transparency, discipline and professional oversight, without taking control away from the client.
A practical option for your SMSF conversations
At FMD, we see Rev Invest as a valuable option for accounting partners to consider when discussing investment solutions with SMSF minded clients.
It provides a professionally managed, easy to understand investment platform backed by our long standing investment governance, helping bridge the gap between SMSF control and quality investment execution.
If you’d like to explore how Rev Invest could work alongside your SMSF clients or want more information to share with them, please contact your adviser or call us on 1300 134 187.
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.