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SMSF services

When it comes to managing wealth today, control and flexibility are top of mind for investors of all generations. This is why servicing the SMSF sector is one of our passions.

We offer four core SMSF services which are accessed via our online investment platform, as a package or as standalone services. If you're after the full package, our investment platform can be white labelled so you can use your own branding.

Our offering provides greater choice to you as well as your SMSF clients.

 

Model portfolio managers

More than 70 model portfolios are available through the following investment managers on our investment platform.