Welcome to CommSec Adviser Services
A leading provider of investment services to financial planners, advisers, stockbroking firms, accountants, financial institutions and other intermediaries. 
Guide to Products and Services
A new way of working
Soon, we'll be making it easier to find and manage your clients' accounts through our brand new adviser dashboard.
We've take on your feedback and designed a new dashboard with more utility and better functionality.
It's one of the many enhancements we are working on to save you time and make life easier.
Cash Management
Strength, simplicity and service.
Incorporating the Commonwealth Bank's Accelerator Cash Account (ACA) and Term Deposit products, the Cash Management Service acts as a single investment cash flow hub for investors, SMSFs and advisers.
Trading
Powerful trading for advisers and their clients.
The strength of the CommSec platform enhanced with additional features and dedicated support to help advisers effectively manage their client trading.
Portfolio Services
Portfolio administration made easy.
A complete portfolio administration service providing streamlined investment portfolio administration, simplified tax and performance reporting and online adviser corporate actions and IPO management.
SMSFs
Powerful SMSF solutions to make managing and reporting on your clients’ SMSF easier.
By bringing together our trading and portfolio services with CommBank’s cash and term deposit accounts, we give you and your clients all that’s needed to seamlessly manage their SMSF.
Dynamic Model Portfolios Now Available
- Strategically managed to a pre-defined investment mandate
- Scalable and efficient
- Performance tracking
- Low cost
Investment Lending
When it comes to investment lending we wrote the book.
Established in 1996 and formerly known as the Colonial Geared Investments Margin Loan, our award-winning Investment Loan offers the features and value to help your clients diversify through investment strategy.
Debt Optimisation
Manage debt and investment in a single solution.
Consolidate your clients' home, investment, and personal loans, make use of available equity and monitor your clients' overall position with CALIA+, a single, easy-to-manage line of credit facility.
Benefits of CommSec Adviser Services
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1
Heritage Our roots in wholesale investment solutions can be traced back to 1994.
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2
Experience We bring together the skill of many of the pioneers in wholesale broking and gearing.
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3
Service Superior service from our dedicated teams.
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4
Products We have a broad range of products to meet almost any investment need.
Empowered - Advisers' online hub