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.

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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 STRATEGY	LONG-SHORT CREDIT FUND
APIR Code	CRE0014AU	SLT0052AU	SLT2562AU
Australian Money Market	Yes	Yes	Yes
Beacon	Yes	No	No
BT Asgard	Yes	No	Yes
BT Panorama	Yes	Yes	Yes
BT Wrap	Yes	Yes	No
Credit Suisse	Yes	Yes	Yes
Crestone	Yes	Yes	No
Diversa	Yes	Yes	No
FirstWrap	Yes	No	No
Hub24	Yes	Yes	Yes
IOOF Pursuit	Yes	No	No
Key Invest	Yes	No	No
Macquarie Wrap	Yes	Yes	Yes
Managed Accounts	Yes	Yes	No
mFunds	Yes	Yes	No
Mason Stevens	Yes	Yes	Yes
Morgan Stanley	Yes	Yes	Yes
Navigator	Yes	Yes	Yes
Netwealth	Yes	Yes	Yes
OneVue	Yes	Yes	Yes
Perpetual WealthFocus	Yes	No	No
Powerwrap	Yes	Yes	Yes
Praemium	Yes	Yes	Yes
UBS	Yes	No	No
uXchange	Yes	Yes	Yes
Wilsons Advisory	Yes	Yes	Yes

PLATFORM	SMARTER MONEY	HIGHER INCOME	LONG-SHORT CREDIT	ACTIVE COMPOSITE BOND
APIR Code	CRE0014AU	SLT0052AU	SLT2562AU	ETL2716AU
ASX/Chi-X	No	No	No	Yes
Australian Money Market	Yes	Yes	Yes	Pending
Beacon	Yes	No	No	No
BT Asgard	Yes	No	Yes	Pending
BT Panorama	Yes	Yes	Yes	Pending
BT Wrap	Yes	Yes	No	Pending
Credit Suisse	Yes	Yes	Yes	No
Crestone	Yes	Yes	No	No
Diversa	Yes	Yes	No	No
FirstWrap	Yes	Yes	Yes	No
Hub24	Yes	Yes	Yes	Pending
IOOF Pursuit	Yes	No	No	No
Key Invest	Yes	No	No	No
Macquarie Wrap	Yes	Yes	Yes	No
Managed Accounts	Yes	Yes	No	No
mFunds	Yes	Yes	No	N/A
Mason Stevens	Yes	Yes	Yes	Yes
MLC Navigator	Yes	Yes	Yes	No
MLC Wrap	Yes	Yes	Yes	No
Morgan Stanley	Yes	Yes	Yes	No
Netwealth	Yes	Yes	Yes	Yes
OneVue	Yes	Yes	Yes	No
Perpetual WealthFocus	Yes	No	No	No
Powerwrap	Yes	Yes	Yes	No
Praemium	Yes	Yes	Yes	No
UBS	Yes	No	No	No
uXchange	Yes	Yes	Yes	Pending
Wilsons Advisory	Yes	Yes	Yes	No

Advisers

Advisers

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Platform Availability

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