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How we can help

Harnessing the expertise available across the CommBank Group, we offer a comprehensive range of products suitable for SMSFs from Commonwealth Bank, Colonial First State, CommSec and CommInsure. Whether your clients are focused on investing for income or growth, or are seeking strategic solutions to optimise and protect their assets, we can help.

CommBank provides a range of products, tools and insights to make the management of your clients’ SMSFs easier, including:

  • Data feeds direct to accounting software
  • A full suite of products and platforms with online portfolio access for clients
  • Award-winning technical support to SMSF advisers
  • Convenient investment platforms that give you portfolio visibility and transactional capability
  • Fit-for-purpose SMSF insurance and lending products.

Services and platforms

Count Licensing Solutions

Count Financial provides licensing solutions to accountants advising SMSFs. With 35 years of experience, Count can help you navigate the new licensing rules to ensure you are compliant, maintain your professional identity and continue to meet the needs of your clients. Count will provide you with insights into which licensing option will work best for your business now and in the future.

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CommSec Adviser Services

Combining CommSec’s trading and portfolio services with CommBank’s cash and term deposit accounts, CommSec Adviser Services delivers a range of SMSF solutions to allow more efficient management of clients’ funds. Data feeds and portfolio functions, including an online corporate action management tool allows you to streamline administration and simplify reporting for your clients.

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Colonial First State’s FirstChoice Platform

If your clients are looking to invest in a broad range of asset classes such as property, alternatives, cash and fixed interest, FirstChoice can help.  Supported by efficient online access, reporting and transaction capabilities, FirstChoice can help you manage your clients’ SMSFs more effectively.

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Colonial First State’s FirstWrap Platform

Offering tax management tools, investor and third party access, investment choice, and competitive administration fees, FirstWrap helps take the complexity out of servicing your SMSF clients.

A diverse range of investments give you access to international markets and asset classes such as infrastructure and commodities. This enables you to create personalised client portfolios. FirstWrap also has efficiency features including a fast, secure tool to electronically submit and track requests.

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Functioning as a single investment cash flow hub, the ACA gives you visibility over your clients’ balances and activity, and enables you to transact on their behalf. The ACA has no account keeping fees, and offers competitive interest rates to help achieve stronger returns for your clients. It also gives you the ability to integrate with planning and administration software, and includes an in-built flexible adviser remuneration structure for added convenience.

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This fit-for-purpose plan is designed specifically for SMSFs and is SIS-Act compliant by default, reducing the workload involved in ensuring cover meets requirements for insurance in super.

Supporting tools, including presentations you can use with your clients and education packs are all provided to support meaningful conversations about the importance of being adequately insured.  

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Things you should know:

This information is prepared by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. Registered office: Ground Floor, Tower 1, 201 Sussex Street, Sydney, NSW 2000. For terms and conditions of the products mentioned, please visit any of our branches, or call us on 1800 138 363, Monday to Friday, 8.30am to 5.30pm AEST.

CommInsure is a registered business name of the Colonial Mutual Life Assurance Society Limited ABN 12 004 021 809 AFSL 235035 (CMLA). CMLA is a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. SMSF Plan is part of CommInsure Protection. The Product Disclosure Statement (PDS) of CommInsure Protection is issued by CMLA.

Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned, but non-guaranteed, subsidiary of Commonwealth Bank of Australia. CommSec is a Participant of the ASX Group and Chi-X Australia. To be eligible for the brokerage discount your account must settle to a CDIA and be CHESS sponsored by CommSec. Otherwise, you’ll be charged normal brokerage.

Commonwealth Financial Planning Limited ABN 65 003 900 169 is a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia. Commonwealth Financial Planners are representatives or authorised representatives of Commonwealth Financial Planning Limited.

Investments in any of the Colonial First State managed investment funds is offered by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468. You should read the relevant Product Disclosure Statement (PDS) carefully and assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. PDSs are available from or by calling us on 13 13 36.

Colonial First State Custom Solutions is the registered business name of Avanteos Investments Limited ABN 20 096 259 979 AFSL 245531 (AIL). AIL is the owner and operator of the Wrap platform, the Trustee of various superannuation funds, the Operator of The Avanteos Wrap Account Service and Symetry Delegate investor directed portfolio services (IDPS’), and provides custodian and administration services in relation to superannuation, IDPS and managed discretionary account (MDA) products. Investors should read the relevant PDS before making an investment decision and consider talking to a financial adviser. PDSs are available from the relevant label platform webpage, or through a financial adviser. AIL is ultimately owned by Commonwealth Bank of Australia. The Commonwealth Bank of Australia and its subsidiaries do not guarantee performance of AIL products or the repayment of capital by AIL.

Accelerator Cash Account and Term Deposit are products of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 ('Bank') and are administrated by Australian Investment Exchange Ltd ABN 71 076 515 930 AFSL No. 241400 ('AUSIEX') under the CommSec Adviser Services brand. AUSIEX is a wholly owned but non-guaranteed subsidiary of the Bank.

Count Financial Limited ABN 19001 974 625 AFSL 227232 is a wholly owned, but non-guaranteed subsidiary of the Commonwealth Bank of Australia.

The information contained may include general advice but does not take into account the investment objectives, financial situation and needs of any particular individual or trustee of a self-managed super fund. You should assess with the help of legal, financial and taxation advice, whether the information is appropriate in light of your own circumstances before acting on it.