One platform, two models

The Select model gives your clients greater functionality and control over their investments, including access to direct shares, term deposits and a wide range of managed funds.

Initial minimum deposits for the Select models are:

• $10,000 or $2,500 with a Regular Contribution/Savings Plan* for Personal Superannuation and the Investment Service; and
• $20,000 for the Allocated Pension.

With a transparent tiered administration fee structure that is capped for account balances over $500,000, the Select model is extremely competitive for the more sophisticated, high-balance investors.

* Subject to total deposits of $1,200 p.a.

The Core model aims to provide a simple retirement or investment solution through a carefully selected managed fund investment menu and the straightforward functionality of a basic platform offering.

Core provides easy-to-use functionality with less complex options for clients who want a low-maintenance product.

Entry into a Core model begins with an initial minimum deposit of:

• $2,000 for the Personal Superannuation and the Investment Service; and
• $10,000 for the Allocated Pension.