Our products

Our products



Product snapshot



  • 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 include: