EOFY statements

What we offer

A wide range of products and services to support you and your clients.

 

Portfolio Service
Portfolio Service 		Trading
Trading 		Cash
Cash 		Investment Loan
Investment
Loan 		Investment Management
Investment
Management 		SMSFs
SMSFs

Empowered

Content dedicated to empowering you, your business, your industry and your clients.

Empowered Article

13 JUL 2018

Want younger clients? Help them with ETFs

The Australian ETF market grew 39% last year to $35.4 billion and 314,000 investors. Many of these were young first-timers, presenting an opportunity for financial advisers to engage a new generation of investors.1
Empowered Article

13 JUL 2018

6 ways an SMSF attracts the ATO's attention

From using reserves to retirement planning schemes, the ATO tracks specific things. If your super is in a self-managed fund, here's what you need to know.
Empowered Article

13 JUL 2018

What financial advisers need to know about workplace complaints

Regardless of the size of your business, you have a duty of care to employees and visitors. Here’s a guide to workplace complaints for financial advisers.

News & Updates

The latest news & updates to keep you informed on recent product and service enhancements and information.

28 JUN 2018

Financial Year Wrap

30 MAY 2018

Important Information for Westfield Corporation Limited (ASX: WFD) shareholders

08 MAY 2018

CALIA+ to be withdrawn from sale from 29 June 2018

Speak to a Business Development Manager

We have a national team of BDMs ready to help you.