Clients establish an account with us by lodging cash or existing shares. Investments are not pooled, they are held under their own individual HIN which is sponsored by E*trade Australia. We process all market transactions through E*trade and establish an E*trade ANZ bank cash management account (CMT) to settle share transactions. This account is also used to receive dividend payments and process management fees.

We operate under a limited power of attorney in order to facilitate the day to day management of your investments. This only gives us authority to deal within your account. Any transfers of stock or cash can only be acheived with written authorisation from you.

Where a margin loan is to be part of the portfolio the HIN will be sponsored by Macquarie Investment Lending. The transactions are processed through E*trade and settled via the margin loan. The E*trade ANZ CMT account is still required to receive dividend payments and process management fees.