Imvestment Options

At Call Account

Offering flexibility whilst earning interest, At Call Accounts provide the combined advantages of what a savings account and cheque account would offer.

Like our term deposit partners, all institutions offering At Call Accounts on our marketplace are incorporated in Australia and are Approved Deposit-taking Institutions (ADI’s). Deposits with an ADI of up to $250,000 are guaranteed by the Australian Government.

To find out more visit: https://www.apra.gov.au/financial-claims-scheme

Term Deposit

We partner with over 25 different banks, building societies and credit unions to provide a wide range of investment options.

All our partnering institutions are incorporated in Australia and are Approved Deposit Institutions (ADI’s). Deposits with an ADI of up to $250,000 are guaranteed by the Australian Government. To find out more visit: https://www.apra.gov.au/financial-claims-scheme

A term deposit placed through our marketplace will never automatically roll over at maturity – we will notify the Financial Adviser or account holder 7 days prior to maturity and await instructions. If instructions are not received on the date of maturity, the funds will simply return to the associated CMA where they will be available for further investments.

Managed Funds

Our increasing range of providers offer a variety of investment options in various asset classes including single-asset, fixed term and fixed income Managed Income Funds.

Following a similar process to investing in Term Deposits and At Call Accounts on our marketplace, once the investment has been selected, we do the administration and paperwork for you.

View the range of providers and products below and click on their logo to be directed to their website. Before investing we recommend speaking to the Fund Manager – their contact details are available on the Rates page after login.

Managed Fund Provider Product(s) Available through AMM Marketplace
Artesian
  • Artesian Corporate Bond Fund
  • Capital Prudential Funds Management
  • Capital Prudential Residential Development Fund HOMES Note - 1 year term
  • Capital Prudential Residential Development Fund HOMES Note - 2 year term
  • Capital Prudential Residential Development Fund HOMES Note - 3 year term
  • Jamieson Coote Bonds
  • CC JCB Active Bond Fund
  • CC JCB Dynamic Alpha Fund
  • CC JCB Global Fund Hedged
  • CC JCB Global Fund Unhedged
  • Daintree Capital
  • Daintree Core Income Trust
  • Daintree High Income Trust
  • DDH Graham Limited
  • DDH Aggressive Growth Fund
  • DDH Australian Shares Fund
  • DDH Balanced Growth Fund
  • DDH Cash Fund
  • DDH Conservative Growth Fund
  • DDH Fixed Interest Fund
  • DDH Preferred Income Fund
  • DDH Selector Australian Equities Fund
  • La Trobe Financial Services
  • La Trobe Financial Australian Credit Fund – Fixed Term Account
  • Mutual Limited
  • MHYF Mutual Enhanced Credit
  • MIF Mutual Enhanced Cash (Class C)
  • Pentalpha Investment Management
  • Pentalpha Income for Life Fund – Ordinary Class
  • Realm Investment House
  • Realm High Income Fund
  • Realm Short Term Income Fund
  • Realm Strategic Income Fund – Enduring Units
  • Smarter Money – a Coolabah Capital Investments subsidiary
  • Smarter Money – Active Cash Fund
  • Smarter Money – Higher Income Fund
  • Smarter Money – Long Short Credit Fund
  • Spectrum Asset Management Ltd
  • Spectrum Strategic Income Fund
  • Trilogy Funds Management
  • Trilogy Enhanced Cash
  • Trilogy Monthly Income Trust
  • Bond

    AMM has a relationship with Australian Bond Exchange (ABE) and through our introduction, bonds that you purchase on behalf of your client will be shown on your client’s AMM account.

    After you contact ABE and discuss the bond investment options suitable for your client(s), ABE will inform AMM of the details and we will supply ABE with all the paperwork they require and send the funds from your client’s CMA.

    We asked Markus Meuller from ABE to give us an outline of the Bond market in Australia and his opinion of bonds as an investment opportunity. Here is what Markus had to say:

    “With equity markets becoming increasingly volatile and as economies struggle to adapt to the new world order, investors are increasingly turning to fixed income as the go-to investment as they seek stability and income.

    Bonds in Australia continue to remain under-represented on average in all retail portfolios which is dangerous, given our ageing population and a persistently low interest rate environment. We believe that as people become more aware of the benefits of bonds, we will start to see a shift away from other asset classes to fixed income, especially given the bond market is twice the size of the equity market.

    In addition, with the current economic environment, investors are forced to rethink their income strategies. However, investors do have to be careful when choosing their bonds and with hundreds of categories available, quality advice is an important factor. Investors tend to look at Corporate bonds which are offering the most attractive terms with yields in the range of 2% - 5% with various durations from 1 to 10 years.

    Our aim at ABE is to level the playing field for all investors by bringing the OTC wholesale bond market back to ordinary investors by using a revolutionary cost-effective platform that allows retail to buy and sell individual corporate bonds at their discretion. We are offering minimum investments as little as $10,000 per bond with no ongoing fees.

    Investing in bonds through AMM’s marketplace is as easy as a term deposit and you will find a selection of bonds on the Australian Money Market platform.”

    To find out more, click here for our Bond FAQ’s and give Markus a call on (02) 8076 9343 to discuss the investment goals for your particular client(s) or click through to Australian Bond Exchange

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