How it works
1. Find the portfolio that works for you
2. Open your Professionally Managed Account (PMA)
3. Customise & Invest
4. Sit back & Relax

1. Find the right investment portfolio
Diversified portfolios
A mix of asset classes in one portfolio of Exchange Traded Funds (ETFs).
Single asset class portfolios
Gain exposure to one or more asset classes

2. Open your PMA account
Easy online application process
Submit your application and fund when ready
One low account fee
Fees starting at $55 capped at $550 p.a

3. Customise your investments how you want
Automated regular contributions
Contributions can help you achieve your goal faster
Automated income settings
Dividends paid to you or a regular set amount
Security selection & rebalancing
Our experts manage the rest

4. Tax reporting
& monitoring
& monitoring
Annual tax statement
We consolidate all income & trading activity for tax reporting
Track your holdings & performance
Anytime online access to your portfolio
Monthly updates
Regular portfolio updates from our portfolio managers
Ready
to invest?
to invest?
Be part of the capped fee revolution. Grow your money, not your fees.
There’s an investment account to suit your needs
Individual
Investment account for people who want to invest under their own name. Get Started
Company
Investment account for people who want to invest as a company. Get Started
Family Trust
Investment account for a family trust where the individuals are trustee. Get Started
Joint
Investment account for two individuals, such as a couple, looking to invest together. Get Started
SMSF Individual
Investment account for a SMSF where the individuals are trustees. Get Started
SMSF Corporate
Investment account for a SMSF with a company as trustees with the individual/s as director/s. Get Started
Individual Trustees for a Child
Investment account for people who want to invest as an individual trustee for a child. Get Started
Joint Trustees for a Child
Investment account for people who want to invest as trustees for a child. Get Started

Your privacy and security are our top priority
Our bank-level web security keeps your information safe and secure (for the geeks out there, that’s our 256-bit SSL/TLS certificate).
Your investments are held safely in your own name under your own individual Holder Identification Number (HIN).
We never share your personal information with unrelated third parties or advertisers.
Trusted by thousands of Australians
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