Sales & service tools
Portfolio Management Service
A comprehensive administration service that relieves you and your adviser of the administrative burden normally associated with running an investment portfolio, provides 24 hour online access to your account and comprehensive reporting.
Access Portfolio Management Service forms.
Private Super Fund
The Private Super Fund (also known as a Small APRA Fund) is the next step up from an SMSF. Instead of acting as trustee of your own fund, you engage the services of a professional third party trustee - AET.
- Product Disclosure Statement
- Adviser Guide
- Profile
- Fact sheet - Self-managed superannuation funds and Small APRA funds
- Compare the features of small funds and super wraps
- Who can be a trustee of a self-managed superannuation fund and what are their duties
Wholesale Access Fund
The Wholesale Access Fund provides you with access to an extensive range of wholesale funds.
Access Wholesale Access Fund forms.
Other resources for financial advisers
- Identification Form - Individual and sole trader
- Identification Form - Associations
- Identification Form - Australian and foreign companies
- Identification Form - Government body
- Identification Form - Partnerships and partners
- Identification Form - Registered co-operative
- Identification Form - Trusts and trustees
- Cash Deposit Fund Product Dislcosure Statement
