Home Article How to invest through Australian Money Market Platform

How to invest through Australian Money Market Platform

By: coolabahcap
January 15, 2019

The Smarter Money Funds are now available on the Australian Money Market platform as a complement to traditional cash and term deposit investments.

Follow the guide below to place an investment in the funds.

Step 1: Select Investor

Select the client or account who wishes to invest.

Step 2: Select Investment Type

This page displays the current investments for the selected client. Click the ‘Managed Fund’ button. You will be directed to a list of managed funds available on the platform.

Step 3: Choose Product

This page displays the available Smarter Money Funds. These include:

Smarter Money Fund (Active Cash) CRE0014AU
Smarter Money Higher Income Fund SLT0052AU
Smarter Money Long-Short Credit Fund SLT2562AU (select advisers only)

Also displayed are the latest performance updates, product disclosure statements and key contacts at Coolabah Capital Investments.

To allocate client funds click the ‘invest’ button on the right side of the product.

Step 4: Nominate Investment Amount

Nominate the investment amount and their distribution preference. Please note the minimum investment amount is $1,000.

Step 5: Investment Confirmation

Your investment has now been placed. Please note due to the nature of a managed fund and its historical unit price, it can take up to 4 business days to unitise the investment and receive a formal confirmation.

For further information you can speak to our Australian Money Market on 1300 306 281.

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By clicking I confirm below, you confirm that you are a qualified / professional investor or equivalent in the relevant jurisdiction where the vehicle is permitted to be marketed to. You also confirm that by accessing this website, you will not contravene, or cause Coolabah or any of its affiliates to contravene, any law that seeks to regulate financial promotions both in the country of your residence and in the country in which you are viewing this webpage and you accept all of the Terms of Use of this website, which may be found here.