Advisers

Advisers

CCI works very closely with a large number of advisers. A list of the platforms available for different products can be found below. Most of CCI’s products are rated by FE Fundinfo, Mercer, Lonsec, Atchison, and Foresight Analytics. For any questions on the offering, please contact the sales and product team.

Download Centre

This contains documents frequently used by investors and advisers. Follow the link to find disclosure documents, transaction forms, research reports, and so on.

Platform Availability

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PLATFORM

SMARTER MONEY STRATEGY

HIGHER INCOME STRATEGYLONG-SHORT CREDIT FUND
APIR CodeCRE0014AUSLT0052AUSLT2562AU
Australian Money MarketYesYesYes
BeaconYesNoNo
BT AsgardYesNo

Yes

BT PanoramaYesYes

Yes

BT WrapYesYesNo
Credit SuisseYesYesYes
CrestoneYesYesNo
DiversaYesYesNo
FirstWrapYes

No

No
Hub24YesYesYes
IOOF PursuitYesNoNo
Key InvestYesNoNo
Macquarie WrapYesYesYes
Managed AccountsYesYesNo
mFundsYesYesNo
Mason StevensYesYesYes
Morgan StanleyYesYesYes
Navigator

Yes

Yes

Yes

NetwealthYesYesYes
OneVueYesYesYes
Perpetual WealthFocusYesNoNo
PowerwrapYesYesYes
PraemiumYesYesYes
UBSYesNoNo
uXchangeYesYesYes
Wilsons AdvisoryYesYesYes
PLATFORMSMARTER MONEYHIGHER INCOMELONG-SHORT CREDITACTIVE COMPOSITE BOND
APIR CodeCRE0014AUSLT0052AUSLT2562AUETL2716AU
ASX/Chi-XNoNoNoYes
Australian Money MarketYesYesYesPending
BeaconYesNoNoNo
BT AsgardYesNoYesPending
BT PanoramaYesYesYesPending
BT WrapYesYesNoPending
Credit SuisseYesYesYesNo
CrestoneYesYesNoNo
DiversaYesYesNoNo
FirstWrapYesYesYesNo
Hub24YesYesYesPending
IOOF PursuitYesNoNoNo
Key InvestYesNoNoNo
Macquarie WrapYesYesYesNo
Managed AccountsYesYesNoNo
mFundsYesYesNoN/A
Mason StevensYesYesYesYes
MLC NavigatorYesYesYesNo
MLC WrapYesYesYesNo
Morgan StanleyYesYesYesNo
NetwealthYesYesYesYes
OneVueYesYesYesNo
Perpetual WealthFocusYesNoNoNo
PowerwrapYesYesYesNo
PraemiumYesYesYesNo
UBSYesNoNoNo
uXchangeYesYesYesPending
Wilsons AdvisoryYesYesYesNo
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