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.