New features now available | March 2021

What's New?

Reduction of the cash sweep threshold

The minimum threshold has been reduced to AUD $500 (previously AUD $5,000). These cash sweeps, known as the automatic investment plan (AIP), occur on the 22nd of every month to ensure the allocated amount is transferred from the client's Self-Directed Portfolio to the Managed Portfolio.

For more information on setting up an AIP, please refer to the below guides:


For further assistance, you can use the "Help" function in the bottom right corner of this page, or contact your relationship manager directly.


T: 1300 988 878