Dedicated Client Relationship Manager.
Administration work performed by qualified SMSF specialists.
Simple, all inclusive fee.
Online fund establishment and transferring capability.
Establish a new Macquarie bank account through our services.
Integrated dashboards and administration system.
Large range of Investment options.
No rebates or commissions received.
Advisers & Accountants
to certain investment products or services
Advisers / Trustees can engage
services thereby keeping existing relationships for Tax and Audit services
Dedicated Adviser and Fund
with key information, analytics and documentation
Processes and workflow driven by
Very competitive costs for deeds and ancillary services.
Unlimited investment choices.
Fund analytics - Integrated information surfaced through dashboards.
Investment information updated as received by automated data feed.
Transparent all-inclusive administration, tax return & audit fee.
Automated compliance engine utilising virtual robotics to monitor abnormal transactions.