Our Team

Smarter Money Investments' portfolio management team is led by Coolabah Capital Investment's four portfolio managers and eight analysts. SMI's investment team owns 50% of SMI's business through Coolabah Capital Investments Pty Ltd. You can read the full team bios here.

EQT RE Services Limited, which oversees over $80 billion in trustee assets, provides SMI with independent Responsible Entity and compliance functions. Mainstream Fund Services, which administers over $140 billion, supplies all independent SMI fund administration, daily unit pricing, and other valuation, reporting and customer management services. This is a summary only. If you want access to the full researcher site, please click here.