From 7 June 2025, the overall fees you pay in your smartMonday account will be reduced.

The table below provides the overall changes made to the fees and costs you pay and how much you’ll save per year for every $50,000 you have invested in a smartMonday investment option.

1 The reduction and saving shown is for members who were on the standard asset administration fee of 0.36% p.a. prior to 7 June 2025. The reduction will be lower if you were (or are) receiving a discounted rate.

PDSs dated 7 June 2025 include the latest figures for all fees and costs related to your smartMonday account. Some of these may vary to the figures provided in the significant event notice (SEN) sent to members in early May. Differences are due to the completion of our annual review of estimates for investment fees and costs and transaction costs, which now reflect the actual costs incurred for the financial year to 30 June 2025.

If you have questions about these changes or anything else to do with your account, please call us on 1300 614 644 or email enquiry@smartmonday.com.au.