Frequently Asked Questions

Who has the system been specifically designed for?
Financial Planners, Financial Planning Dealer Groups and Stock Brokers

What makes Searle and Charlton’s service different from other providers?
Here are some of the most popular features and benefits of the total portfolio administration solution we offer:

• The ability to integrate with trading platforms, CMT/CMA accounts and wraps to provide you with up to date valuations, trades, history, activity, and provide up to date accurate reporting and much more.

• Searle and Charltons services provide a comprehensive solution for your business covering everything from setup of SMSF funds, Trust Deeds, Bare Trusts, to Online reporting, Corporate Compliance, Taxation, auditing and Technical advice. A one stop shop for portfolio administration.

• 24/7 access available for you with reporting as of close of last trade.

• Our 'white labelled' services give you the opportunity to brand things your way.

• Option to integrate our online services into your own website so clients can access through portal on your site.

• A simple flat fee service that will save you money. We do not charge based on size of portfolio or number of transactions. A real advantage for your clients and your business.

• Option to switch on access at your request for your clients to have access to online facilities.

Do we deal with clients on an individual basis? Searle & Charlton Pty Ltd is a wholesale service provider. We provide services to financial planners, financial planning dealer groups, stock brokers and investment advisors. You maintain the relationship with your client. We will always refer individual client requests back to the referring group.

Which cash facilities are currently supported? Our system provides interfaces with the following CMA and CMT Facilities. If your cash facility is not listed please speak with us and we will seek to be able to provide integration.

• Macquarie Cash Management Trust
• Macquarie Cash Management Account
• Macquarie Cash XL
• Bell Potter Cash Management Service
• ABN Amro Cash Management Service
• Navigator Cash Service
• St George
• BankWest
• Adelaide Bank
• AMP

Which systems do I need to have in place?
We currently support integration with with many brokers in Australia. If you do not currently use brokers that we integrate with we can still accomodate your needs, we are more than happy to discuss how we can create a solution for your business.

How secure is the system?
Security is a priority. Our system uses 128 bit encryption so you can rest assured that details of your clients are adequately protected. You can also control whether you provide access for your client to view their details.

How can this service deliver revenue to my business?
Consider the cost savings of being able to outsource all the aspects of processing, audit, taxation and reporting and portfolio management, this can prove very cost effective as well as provide your clients with focussed specialised service.

Also depending on the volume of SMSF's   we manage on your behalf, we can negotiate a rebate with you. You can choose to refund this all or in part to the client, and retain the remainder. You could build up a passive income stream and offer reduced fees to your client.