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 accounts1, 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' SMSFs more easily.
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Access a range of investments including cash, ASX listed securities, managed accounts1, managed funds and term deposits.
As Australia’s leading bank account provider for SMSFs2, you can be confident that you will benefit from the strength, experience and security of a big bank that integrates seamlessly into your back office3.
Our data feeds3 to your administration and financial planning software help streamline your SMSF management and our Portfolio Service solution simplifies your admin and reporting tasks.
Acting as the central cash hub for your clients’ SMSFs, CommBank’s Accelerator Cash Account also provides you with complete visibility and control of your clients’ cash flow and the ability to transact on their behalf when opportunities arise4.
Together with your Business Development Manager, our Adviser Services teams will provide you with support for our SMSF solutions.
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 is a cost-effective and innovative solution allowing you to manage your SMSF clients' custodial and directly held assets in one place. It offers an extensive range of investment options including cash, direct listed securities, managed accounts1, managed funds and term deposits with comprehensive reports, tools and support.
The ACA acts as the central cash hub for your clients’ SMSFs, allowing you to efficiently manage their investment cash flow needs with full visibility of balances and transactions, data feeds into your admin tools, and the option to transact on behalf of your clients4. Our term deposit allows you to invest client funds for a range of terms at competitive fixed interest rates.
For SMSFs investing in shares, it’s important to have a trading account that works effectively with a cash hub. With CommSec Adviser Services, you can experience our market leading trading platform built on CommSec DNA, enhanced with features for advisers investing on behalf of their clients.
Leverage the extensive expertise and capabilities of the CommSec Investment Management team to help meet your SMSF clients’ direct share investment needs. Choose a model portfolio that best suits your client’s needs and objectives, or opt for a more tailored approach with the team’s bespoke portfolio construction service.
1 Managed accounts will be available within Portfolio Service in the future
2 Investment Trends March 2017 Self Managed Super Fund Investor Report
3 Not all software packages supported. Check with your Business Development Manager to see if your package is supported.
4 With signed Authority To Operate.
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This website contains general information for advisers only and does not take into account any individual objectives, financial situation or needs. Investors should read the relevant disclosure document and seek professional advice before making any decision based on this information. This website has been produced by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400 under the brand CommSec Adviser Services. CommSec Adviser Services (CAS) is a brand of Commonwealth Bank of Australia (the Bank) ABN 48 123 123 124 AFSL and Australian credit licence 234945.
Portfolio Service is offered by AUSIEX under the brand CAS and Colonial First State Custom Solutions (CFSCS), which is the registered business name of Avanteos Investments Limited (AIL) ABN 20 096 259 979 AFSL 245531. CFSCS and AUSIEX are wholly owned but non-guaranteed subsidiaries of the Bank. Portfolio Service provides access to the Trading Account, Accelerator Cash Account (ACA) and Managed Investments Account. The Managed Investments Account is an investor directed portfolio service (IDPS) operated by CFSCS. Share Trading and Investment Management services are provided by AUSIEX, a participant of the ASX Group and Chi-X Australia. The ACA and Term Deposit are deposit products issued by the Bank and administered by AUSIEX, under the brand CAS. The Investment Loan and CALIA+ lending products are available under the CAS brand are provided by the Bank and administered by the Bank’s wholly owned but non-guaranteed subsidiary Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814, a participant of the ASX Group and Chi-X Australia.
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