Our Products

Broad investment menu that provides access to some of Australia’s leading fund managers, ASX listed companies and term deposits
Exchange traded funds
Comprehensive group and retail insurance offering
Cash account used as working hub for all fees, switches etc.
Full flexibility in relation to the management of income distributions
Auto-rebalancing
Cash account top-up default set by the adviser
Electronic online switching
Batch switching and re-weighting
Margin lending (IDPS only) with options of various margin lenders
Support for the administration of in specie transfers

Our suite of products includes the:

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