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Requiring just one initial application for each client, you will have access to over 25 Australian institutions at your convenience, 24/7.
See all your clients in one place and optimise returns – with maturity notification 7 and 1 day prior, it’s simple to switch funds between institutions to maximise interest earned.
Australian Money Market is proud to be awarded as SMSF Adviser’s best Cash and Term Deposit Platform for eight years running. |
Register to receive the weekly AMM Rate & Performance Sheet Email |
After the initial account with AMM is opened, application forms and contract notes are automatically completed. No further client signatures are required. AMM does all the administration to transfer the funds and streamline back office processes.
Set up electronic data feeds to your financial planning software to seamlessly maintain client balance and transaction records. Eliminate multiple data entries and make your life easier.
The cash management account acts as a hub account to the system for the settlement of term deposit deals. When you create an AMM account you make a choice as to which cash management account you would like to setup on behalf of your clients from the providers on offer - or link an existing one.
On maturity you can move your client’s funds to take advantage of the best rate on offer. That way, you continually optimize interest earned at each rollover. We notify you when maturities are coming due so you can make your selection online.
Through a comprehensive online notifications system and download service we keep you and your clients informed at every step. A full history of financial transactions is available for download at the end of the tax year. Your clients can also be given read-only access to view their investments.
We can keep you up to date with information and news.