Investment Options

There are no investment limitations imposed under our service, apart from restrictions imposed by Government regulations. The service caters for the following investments:

Cash Management Account
The hub of the service is a cash account. All portfolios must use one of our range of designated cash accounts.

Australian ASX Listed Securities
The Service allows for any ASX listed securities including shares, property trusts and fixed interest investments (subject to some administrative requirements).

Managed Funds
The service is available to any managed fund, provided that the managed fund is included in Morningstar research database.

Direct Property
The service caters for direct property investments (residential, commercial, office, industrial).

Direct Fixed Interest
The service caters for direct fixed interest investments including bonds and deposits.

International Listed Shares
The service caters for direct shares listed on international exchanges (subject to some administration requirements below).

Other Investments
The service can also cater for other investments including in-house assets (for superannuation funds only), related party investments, insurance policies and annuities (some are subject to satisfaction of administration requirements).


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