Downloadable Investment List

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