Downloadable Investment List
Though it is not mandatory to use the investments listed they do maximise the efficiency and accuracy of the service by reducing the need for manual input. They also reduce the cost of our service to you. SMSF Alliance does not provide any warranty of performance or otherwise for any company or product noted. They are on this list only because they provide transactional downloads to our systems. If you cannot find your preferred option please ask us as new options are continually added.
BANKS (Cash Account)
Term Deposits are not supported unless noted.
1. Adelaide Bank
2. AMP Banking
3. ANZ
4. Bank of Melbourne – BSB must begin with “19”
5. Bank of Queensland
6. Bank SA
7. Bankwest (BWA IM) — only supports BWA CMA/CMT accounts
8. Bell Potter Capital
9. Bendigo Bank
10. CBA — excludes Savings Investment accounts
11. Commsec Adviser Services Cash
12. DDH Graham
13. Hume Bank Limited
14. HSBC
15. Macquarie Cash Products — Automated History is supported
16. NAB (National Australia Bank) — UBank accounts are not supported
17. RaboDirect
18. St George
19. Westpac
SHARE TRADING ACCOUNTS
1 Alert Trader Securities
2 Amscot Broking
3 ANZ Share Investing
4 Baillieu Holst
5 Baker Young Stockbrokers
6 Bell Direct
7 Bell Potter Securities
8 Bendigo Invest Direct
9 BOQ Trading
10 Beulah Capital
11 Cashel House
12 CCZ Statton Equities
13 Chancellor Portfolio Services
14 CMC Markets
15 Commsec
16 Commsec Adviser Services
17 DJ Carmichael
18 D2MX – formerly JB Global
19 Euroz Securities
20 Evans & Partners
21 Fernshaw Securities
22 First Prudential Markets
23 Gleneagle
24 Hanuman Private Wealth
25 HK Securities
26 Kinetic Securities
27 Lonsec
28 Macquarie Online Trading
29 Macquarie Prime
30 Macquarie Private Wealth (Macquarie Full Service
Stockbroking)
31 Morgan Stanley
32 Morgans
33 NAB Trade
34 One Trade Stockbroking Open Markets
35 Open Markets
36 Ord Minnett Stockbroking
37 Patersons Securities
38 Phillip Capital
39 Prescott Securities
40 QSmart Securities
41 Raven Capital
42 Renaissance Wealth Advisors
43 Saxo Capital Markets
44 Sentinel
45 Shaw and Partners
46 Spring Financial Group
47 Taylor Collison
48 St George Direct Shares
49 Suncorp Share Trade
50 The SMSF Club
51 Trend Investment Services
52 UBS – only ASX Listed Assets
53 Wentworth Group
54 Westpac Online Investing
55 William Shaw Securities
56 Wilson HTM
PLATFORMS, WRAP, IMA AND SMA ACCOUNTS
1. Accumulus Wrap Service
2. Acuity Portfolio Service
3. AdviceLink
4. AMP North
5. AMP PPS (Personalised Portfolio Service)
6. Antares Capital SMA
7. ANZ Private Portfolio
8. Asgard
9. Asgard Xchange SuperWrap
10. Asgard Xchange Wrap
11. AssetChoice
12. Assetlink
13. Australian Money Market (AMM)
14. Beacon Wrap Service
15. Bellmont Securities
16. BT Panorama
17. BT Portfolio Wrap
18. BT Wrap
19. C-wrap
20. Cantor Online
21. Citi Smith Barney Portfolio Plus
22. CitiChoice
23. Client Administration Service
24. Client Portfolio Service
25. COMET Wrap
26. Colonial First Choice
27. Colonial FirstWrap
28. DNR Capital
29. Deal Group Authority Setup
30. Encircle Portfolio Service
31. Elston
32. FIIG Securities
33. Fitzpatrick — Without income transactions
34. Fortnum eClipse UMA
35. FPS Portfolio Manager
36. Grant Thornton Portfolio Wrap
37. Hub24
38. Implemented Portfolios
39. Investment Exchange
40. IOOF
41. IOOF Portfolio Service
42. IOOF Pursuit
43. Investar Total Wrap Service
44. Investar Wrap Service
45. Investor Portfolio Service
46. Investor Service Wrap
47. KPFS Portfolio Service
48. M Wrap
49. Macquarie Equity Lever
50. Macquarie Wrap
51. Managed Accounts (IAS)
52. Mason Stevens
53. Merit Wealth
54. Merrill Lynch GWM5
55. MLC Navigator
56. MLC Wrap
57. Momentum
58. Money Management Service
59. Mx Wrap
60. Mya Wrap
61. Netwealth Investments
62. Newcastle Permanent Investment
63. Northhaven Wrap
64. Oasis
65. Omniport Wrap Service
66. OnQ Wrap
67. Ord Minnett PARS
68. Patersons Accolade
69. Personal Financial Service
70. Personal Portfolio Online
71. Platform2
72. Politis
73. Portfolio Administrator
74. Portfolio Preference
75. Portfolio Solutions
76. Powerwrap
77. Praemium (including Blackrock)
78. Premium Choice
79. Premium Online
80. Private Client Choice
81. Private Client Service
82. Russell Investments5
83. Select
84. SOLAR Wrap
85. Symmetry Portfolio Service
86. TFA Portfolio Service
87. The Family Portfolio SuperWrap
88. The Family Section SuperWrap
89. The Private Wealth Service
90. Vantage Portfolio Solutions
91. Vitality Wrap
92. Wealth Manager
93. Wealth Wrap
94. Wealth-e-Account
95. William Buck Portfolio Service