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 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.

SMSF Award 2015 SMSF Award 2016 SMSF Award 2018 SMSF Award 2017
Portfolio Service Available Now

SMSF Demo

SMSF Demo

Features

Investment choice

Investment choice

Access a range of investments including cash, ASX listed securities, managed accounts1, managed funds and term deposits.
Manage your clients’ SMSFs with ease

Manage your clients’ SMSFs with ease

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.
Leading SMSF provider

Leading SMSF provider

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.
Specialist support

Specialist support

Together with your Business Development Manager, our Adviser Services teams will provide you with support for our SMSF solutions.
Streamlined administration

Streamlined administration

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.

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

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.


 

CommBank Accelerator Cash Account (ACA) and Term Deposit

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.


 

Trading

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.


 

Portfolio Construction and Model Portfolios

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.