Direct Investing
We've put all the tools you need to invest your money, alongside the advice and insights to inform your decisions.
- Trade shares, buy managed funds, open term deposits, hold cash and more
- Do your research, invest your money, and track your investments all in one place
- Tailored information, general advice and investment options
Also, if you use brightday to manage your super investments, you can see a single view of all your assets (super and non-super) in one place.
A huge range of investments
- Managed funds and separately managed accounts
- Shares (includes shares and Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs)
- Term deposits and cash
Not sure what mix of investments is right for you? Use our portfolio planner to find out, in just two minutes, how you might invest your money to achieve your objectives, based on the information you provide.
Simple and convenient
- Once you're set up, there's no more signatures or paperwork: buy, sell and switch online using the same simple form
- See your portfolio and your research all in one place
- Australian-based support to help you set up and manage your portfolio
Learning, general advice and tools
- Tailored information, general advice and investment options
- Expert guidance on investing topics tailored to your knowledge level and preferences
- Access to a shortlist of top performing managed funds using the Featured Funds tool.
Reporting made simple
- Transactions, portfolio reporting and record keeping managed in one place
- Add your own self-administered assets for a consolidated view of your portfolio
- Report options include portfolio summary; asset allocation; tax entity and portfolio valuation; transactions; income by period/investment; funds deposited/withdrawn
- Export your reports in various formats for ease of use
- Automatic preparation of financial statements
- Consolidated tax time reporting
Gain financial confidence and independence
- Tailored information, general advice and investment options
- All the education, support and tools necessary to grow your knowledge and confidence in building your wealth
- Timely, relevant information tailored to your indicated knowledge level and preferences
Rely on independent, established wealth brands
Partnered with OneVue's established online investment know-how as the platform operator, together we've created a simple, sophisticated way for you to invest, no matter your level of experience.
How does it work?
Just complete the application form and you're ready to go. You use the same simple online form for every type of investment so it couldn't be easier to get started.
Before applying you will need to have read the following documents.
brightday Direct Investing Service Guide.pdf
brightday Managed Account Model Portfolio.pdf
Things you should know
- If you are using a Direct Investing account, you can either use the Cash Hub or another bank account you nominate to fund your investments and associated fees
- Insurance options are not available with a Direct Investing account
- You need to invest $200,000 or more (excluding self-administered assets) in order to access education and advice content once any trial period is complete