Manage your clients' SMSFs from one place with CommSec Adviser Services

SMSFs

Self Managed Super Funds (SMSFs)

Portfolio Service is a whole new way of administering your SMSF clients' directly held and custodial assets. This administration and reporting solution brings cash and listed securities together in the one place, with the option to add managed accounts*, managed funds and term deposits.

Alternatively, you can individually select the required investment products to suit your clients' specific SMSF needs.

Whatever strategy you choose, CommSec Adviser Services can help you effectively manage your clients' SMSF more easily.

SMSF Award 2015 SMSF Award 2016 SMSF Award 2017
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SMSF Demo

SMSF Demo

Features

Simple streamlined administration

Simple streamlined administration

Our data feeds streamline your SMSF administration and our Portfolio Service solution simplifies your administration and reporting duties.
Data feed integration

Data feed integration

Integrate CommSec Adviser Services Trading and Cash accounts with your administration planning software seamlessly via data feeds to BGL, XPLAN, VisiPlan, Class Super and more.
Maximum return

Maximum return

Clients with a CommBank Accelerator Cash Account can enjoy a competitive variable interest rate on balances in their account1.
Service

Leading SMSF provider

As Australia’s leading bank account provider for SMSFs3, you can be confident that you will benefit from the strength, experience and security of a big bank that integrates seamlessly into your back office4.
Service

Dynamic Model Portfolios

Our Dynamic Model Portfolios are designed with SMSFs in mind, access a full suite of Dynamic Australian equity and ETF model portfolios.
Cash flow visibility and control

Cash flow visibility and control

Using our CommBank Accelerator Cash Account as the cash hub means you have complete visibility and control of your clients’ cash flow and the ability to transact on their behalf when opportunities arise2.

About

Who are SMSFs designed for?

We know that SMSFs provide individuals with greater control over their super - but with control comes increased responsibility and complexity. CommSec Adviser Services makes it easier for you to administer your clients’ SMSFs – making things a little easier for everyone. Our leading SMSF account solutions have been designed with you and your clients in mind.

What features do you receive?

You and your clients will have access to the valuable products needed to manage their SMSFs:

  • CommBank Accelerator Cash Account
  • CommBank Term Deposit
  • Share trading account
  • Portfolio Service
  • Dynamic Model Portfolios

How do we support you?

  • For information and support, our Adviser Service Team is available 8.30am to 6.00pm (AEST), Monday to Friday, to help you with your enquiries.
  • You will also be assigned a dedicated Relationship Manager and/or Business Development Manager to support you whenever you need.

SMSF Solutions

With CommBank being Australia’s leading account provider for SMSFs3, our SMSF solutions can help you streamline your administration, and increase visibility and control of your clients’ cash flow. With the right mix of solutions, you can manage your clients’ SMSFs efficiently and effectively.

Portfolio Service

Portfolio Service is a cost-effective and innovative solution allowing you to manage your SMSF clients' custodial and directly held assets in one place. Portfolio Service offers an extensive range of investment options including cash, direct listed securities, managed accounts*, managed funds and term deposits with the following key benefits:

  • Comprehensive reports include:
    • Portfolio valuation;
    • Asset allocation;
    • Performance;
    • Capital gains; and
    • Income and tax reports;
  • Our tax optimisation tool allows you to efficiently manage your clients’ capital gains/losses with the option of first in, first out (FIFO), last in, first out (LIFO) or a manual parcel selection methodology enabling you to focus on servicing your clients;
  • Our manual registry feature allows you to record your clients’ assets and liabilities held outside of Portfolio Service to gain a complete picture of their position; and
  • Allow us to effectively manage all your share registry correspondence including dividend statements, corporate actions and shareholder notices allowing you more time to service your clients.
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CommBank Accelerator Cash Account (ACA) and Term Deposit

The ACA is the cash hub for your SMSF needs. The benefits include:

  • Efficiently manage all your clients’ investments through a single cash hub.
  • Great account access and visibility for clients via NetBank, 24/7 phone banking and one of the largest branch networks
  • Flexible payment facilities (including BPAY, funds transfer, periodic payments and cheque) allowing the payment of your clients' insurance premiums, legal and administration fees, auditor and regulator fees, and pension payments.

Pair the Term Deposit with the CommBank Accelerator Cash Account to further enhance the cash hub for your clients - transfer client funds between linked CBA accounts, transfer funds to third party accounts, ability to invest client funds for the chosen term.

  • Competitive interest rates.
  • Fixed term deposit rate over the nominated term.

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Trading

Most SMSFs include a direct equities component. For these, it’s important to have a trading account that works effectively with the cash hub. CommSec Adviser Services’ online trading platform is enhanced with additional features that allow you to:

  • Link your clients' share trading to their ACA for seamless trade settlement.
  • Automatically direct dividends into your clients' account by taking advantage of our Dividend Direction function.
  • Increase your trading efficiency through our multi-line order pad, which lets you buy/sell multiple stocks for your clients simultaneously.
  • Customise research and market data services to suit you and your clients' needs with our enhanced subscription packages

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CommSec Investment Management’s Model Portfolios

CommSec Investment Management’s services are perfect for SMSFs, allowing you to insource your direct investment research, portfolio construction, management and performance reporting to us at a low cost.

Subscribe and receive access to:

  • CommSec Investment Management team research
  • A suite of Dynamic Australian Equity and ETF Model Portfolios
  • Bespoke portfolio review and construction services for your clients requiring a more tailored solution than Model Portfolios to suit their SMSF strategy
  • Customised monthly, or quarterly Model Portfolio reports, sector updates, stock commentary and associated analytics to simplify your clients’ SMSF administration

Find out more