Advisers & accountants

We are a wholesale provider of SMSF services, retail super and digital member based solutions. You can partner with us to customise a superior wealth management interface that improves the online investment experience for you and your clients.

 

Advisers

Our unique investment platform offers you a complete SMSF solution. Due to our independent ownership, you are free from product bias and restrictions. Our open architecture means we can create products and services which you can white label and distribute to increase your funds under advice.

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Accountants

If you work alongside an adviser that has clients who are active on our investment platform, we offer a range of administration services tailored to your needs. If you're an accountant, who is also accredited to give financial advice, please see further details on how we can work with you under the adviser section above.

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OneVue platform services

We can help you deliver comprehensive superannuation solutions across the three fastest growing segments of the superannuation market: retail super, industry funds and self managed super. See how today.

May 2014