Building your wealth and managing your future.
The opportunities in today’s superannuation markets are virtually limitless. That’s why we have teamed up with Sequoia to offer a complete solution to the SMSF market, which can assist you in your personal investing needs. Whether you already have or want an SMSF, iInvest Super + Sequoia Superannuation can provide you with the right service that makes the management of your SMSF easy.
What sets us apart?
- Quick and simple – Easy to set up
- Low cost – No accountant or solicitor visits
- No management fees – one ongoing flat fee
- No cost for existing SMSF or transfers – Can move from existing SMSF to iInvest Super at no cost
- Extending our relationship – Leveraging our long term relationship with Sequoia Financial Group
- Staying in control – Online platform, book keeping, tax returns and audits
WHAT WE CAN HELP WITH
Set up your new super fund in a matter of days. Your new fund could be ready to transact in as little as 4 weeks from setup date.
Staying in control
The opportunities in current superannuation markets are virtually limitless and we can help you take advantage of them.
iInvest Superannuation can provide you with the right service that makes the management of your SMSF easy.
Advice & education
Enjoy the benefits of having a licensed SMSF adviser at your disposal to discuss some of the important issues around your SMSF in relation to audits, compliance and insurance.
Exchange traded options
We can show you how to use ETO’s to increase returns on your super fund’s portfolio holdings, no matter what direction the market takes.
The online portal gives you access to all your superannuation investments 24/7. You have direct access to your bank accounts, investments, contributions, withdrawals, income, capital gains and more, all in the one place.
Building your wealth
Reduced fees together with greater potential investment returns creates the opportunity for you to really expand your nest egg and enjoy the retirement you have dreamed of.
We provide you with a streamlined method for helping you purchase direct property with your superannuation.
Protecting your family
Life insurance is an important tool in protecting the needs of your family. The Government recognises this and allow for tax effective investments in life insurance products within a SMSF.
“I am admiring of the in-depth knowledge and professionalism displayed by key iInvest staff on a regular basis. It has been proven to me several times since becoming a client that I am in good hands there.”
Dr Gunnar Haid, July 2015
“The courteous and professional staff at iInvest have assisted me in building a balanced portfolio of shares to carry me through my retirement with helpful and decisive general advice as required and I have grown to rely on their input before committing to any transaction. Advisers are always on hand for assistance, quick decisions and help with online paperwork.”
Arthur, Mermaid Beach, July 2015
“I have been working and trading with the team from iInvest for the past couple of years. The technical support, suggestions and team environment suits my trading style. I did not understand the benefit behind using a “live broker” until I needed one. Thanks Guys.”
Peter Scott, July 2015
“Having traded for over 13 years and in that time using several broking firms, I have found my experience with iInvest Securities to be first class. Haydn and his team’s execution of simple to multiple leg derivative trades is exceptional. I have full confidence when placing a trade with them and would be happy to recommend their services.”
S Krause, July 2015
“I have been a client of Haydn and his team for many years, most recently at iInvest Securities. They have been there for my journey from starting trading the markets as a hobby whilst I worked until now where I trade full time. I wouldn’t trade with anyone else.”
Vicki Hood, July 2015
“I commend the team at iInvest Securities for technical/combination orders, where execution timing is critical; the orders that don’t easily fit in a computer program used by online order processing. Their professionalism and service I now see as an essential part of my broking relationship.”
Blake Wood, NSW, August 2013
“Our firm utilises iInvest Securities as it provides consistent and exemplary service. This includes just not execution of trades, it includes response time to queries, requests for information, general market comments, and timeliness for returning of calls. The complete package.”
Graham Chee, Managing Director, Global Mutual Funds, NSW, August 2013
“I have been a client for many years and have enjoyed service and support that I would imagine is only provided to large investors with other firms. I have also found friendly and efficient help from all staff members.”
G Downing, QLD, September 2013.
“Having traded options for the last 10 years, I cannot fault the knowledge and expertise of the staff of iInvest in dealing with timing and execution of orders. You would have to go a long way to find a better team!”
James Longfield, July 2015.
“I’ve been trading with Haydn and his team at iInvest for over 10 years. What I get is personalised and immediate execution of my trades. When the pressure’s on – they deliver. I’m a 67 year old retiree and rely on capital preservation and working with iInvest has achieved this goal with interest.”
Gil Richards, July 2015.
“I have been a client of iInvest Securities and its predecessor company Investorfirst for quite a number of years, and am very happy to confirm my satisfaction with all of their services. And I wish them well for the future.”
David O’Halloran, NSW, August 2013
“To Whom it may concern- I have been using Haydn, Georgia and team for more than ten years and of the approximately six other brokers I have used, have found them and now iInvest Securities Pty Ltd to be the most consistently superior. The trading execution is spot on and back up position and financial statements supplied has created an alliance which has assisted me in becoming a fully committed, experienced and very profitable investor day trader.”
Paul G, VIC, August 2013
“I have been a client of iInvest Securities Pty Ltd and its predecessors for 10 years and have found the service to be of topmost quality and efficiency.”
Chris Sharpley, QLD, September 2013.