Approved List for Transferring Funds

Investment Choice Menu

All applications must be forwarded directly to the chosen provider with the exception of Macquarie CMA applications (these can be managed via Triple A Super Digital’s application process).

If investments are not compatible with the approved list, funds will be charged the Triple A Super Periodic administration monthly applicable fee for each non-compatible month.

 

Banks

Provider

Banks with : Read before proceeding

Daily Cash Data Account Holder Authority Adviser Authority History
Adelaide Bank    
AMP Banking    
ANZ    
Bank of Queensland    
Bank SA (Bank of South Australia)    
Bankwest (CMA/CMT accounts)    
Bell Potter Capital    
Bendigo Bank    
CBA (Commonwealth Bank of Australia & Commsec CDIA)    
Commsec Adviser Services    
DDH Graham    
HSBC    
Hume Bank Limited – Previously Hume Building Society    
ING-Adviser level authority only    
Macquarie Cash Products
NAB – National Australia Bank    
RaboDirect  
ST George    
Westpac – WBC    

Brokers

Provider Daily Cash Data Daily Trade Data Foreign Trade Data Account Holder Authority Third Party Authority History
Amscot Broking    
Baker Young Stockbrokers      
Bridges Financial Services      
Burrell Stockbroking      
Cashel House      
CCZ Statton Equities      
Chancellor Portfolio Services      
Commsec Adviser Services (Previously Known As Core Equity Services)  
Crystal Wealth Partners      
D2MX (Previously Known As JB Global)      
DJ Carmichael      
Euroz Securities      
Evans and Partners      
First Prudential Markets      
Gleneagle      
HK Securities      
Kinetic Securities      
Macquarie Online Trading    
Morgans      
NAB Trade  
Ord Minnett Stockbroking  
Patersons Securities  
Phillip Capital    
Prescott Securities - part of Findex      
Pulse Markets      
Sentinel    
Shaw and Partners      
Taylor Collison  
Trend Investment Services      
UBS - only ASX listed assets      
Wilson HTM - Adviser Authority Only    

Wraps

Provider

Banks with : Read before proceeding

Daily Cash Data Daily Trade Data Foreign Trade Data Daily Term Deposits Data Account Holder Authority Adviser Authority Tax Statements History
AMP North      
Antares Capital SMA        
Asgard      
Australian Money Market - AMM - Only Term Deposits DDH Graham        
Beacon Wrap Service      
BT Panorama        
BT Wrap    
Colonial First State (CFS)      
Colonial FirstWrap      
IOOF        
Macquarie Wrap    
Netwealth Investments        
Oasis        
Russell Investments        
Symetry Portfolio Service      

Your Investment Choices

Click on the name of the investment option, complete the form and forward it directly to the manager.

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