Gift an investment
Start a loved one on their financial journey.
Unlock a future of exciting possibilities.
A gift today can help towards tomorrow’s house deposit, first car, University fees or travel.
Send a Gift
A thoughtful gift is unique, has longevity, and is a sustainable and environmentally friendly option that ups your gift giving game.
Not only does an Itrust Invest gift card start a loved one on their journey of wealth creation, but they will learn important money lessons as they watch their investments change over time.
Redeem a Gift
A gift card can be redeemed by any individual over the age of 18 who has a valid Itrust Invest account.
Simply login to your account and enter the unique gift code into the Redeem a gift section of the dashboard.
How It Works
Gifts that keep on giving
A financial investment is a great way to show someone you’re thinking about their future.
Did you know…
Over 25 million toys end up going to landfill each Christmas?
Thanks to its longevity, a financial investment can’t be thrown away or outgrown, making for a sustainable and environmentally friendly option that gives the planet a break.
Frequently Asked Questions
Who can redeem a financial investment as a gift?
A gift card can only be redeemed by an individual over the age of 18 who has a valid Itrust Invest account. This is because minors under the age of 18 cannot legally own shares in their own name.
If the investment is intended as a gift for a child, you will need to know the name and email address of the parent or guardian who will create the account and redeem the gift on the child’s behalf. If the investment is intended for someone aged 18 years or older, just enter their name and email address as the Guardian to be in charge of the account. They will also be required to create a valid Itrust Invest account.
Do I need an Itrust Invest account to purchase a financial investment as a gift?
Not at all. You can send a gift to a loved one without signing in by clicking Send a Gift and following the prompts. You can choose to gift an investment (from as little as $10) into any one of our investment options, or leave it to the recipient to decide which fund the gift will be invested into.
If you are already set up with an Itrust Invest account, simply purchase a financial investment by clicking ‘Send a Gift to others’ from the homepage of your dashboard.
What happens once I’ve purchased an investment as a gift?
When making your purchase you will be emailed instructions on how to complete the payment stage. All payments are made via direct electronic funds transfer and are handled securely by our partners at Westpac. Simply copy the BSB and account number from the email into your banking portal and complete the transfer, making sure to include the unique gift code in the description (this helps us to identify who the gift is intended for). Once payment has cleared, please allow up to three business days for our team to process the gift. The recipient will be notified via email once their gift is ready to be redeemed.
I already have an Itrust Invest account, how can I let family and friends know to send my child a financial investment as a gift?
Having an Itrust Invest account allows family and friends to contribute a financial investment directly to your child’s account.
From your dashboard simply select the Beneficiary that will be receiving a gift and then select Share with friends and family. You can then share this message, including the unique one-way link, with loved ones, and by following the prompts they can give a gift that keeps on giving.
Someone has purchased an Itrust Invest gift for my child, how do I redeem it?
If your child has received a financial investment as a gift from family or friends simply login to your Itrust Invest account and enter the unique gift code into the Redeem a gift card header on the home screen. You can then allocate the gifted funds to the appropriate Beneficiary account. If you are having trouble locating the unique gift code that has been emailed to you, call us for assistance on 1300 811 119 or email us at firstname.lastname@example.org.
If you do not yet have an Itrust Invest account, you can create one here.
Are there any risks associated with investing with Itrust Invest?
When investing with Itrust Invest you should understand:
- Having long term investment goals is a solid approach to investing;
- The value of your investments may rise and fall;
- Investment returns will vary and historical returns may not be the same as future returns;
- Returns are not guaranteed, and there is a chance you may lose money on any investment you make; and
- Laws affecting your investment in a managed investment scheme may change over time.
For further information about our investment methodology and the risks associated with investing with Itrust Invest, please refer to the PDS.