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Product snapshot
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- 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.
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Our suite of products include:
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