Brett Grant

AUSIEX has launched the AUSIEX Cash Account – a secure, fully integrated, interest-earning cash solution that acts as a central hub for advisers to manage client cash seamlessly alongside trading accounts.

Embedded within the AUSIEX trading experience, the solution is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control, and reduce the friction and risk associated with multiple cash accounts and transfers.

“AUSIEX has built an integrated cash hub as a practical solution for advisers to reduce unnecessary steps in trading and cash administration,” says Brett Grant, Head of Product and Customer Experience at AUSIEX.

“Inefficient cash and trading processes is costing advisers and their clients valuable time – reducing both trading agility and time spent with clients. Our analysis shows advisers executing 100 trades a month could save more than eight hours by removing unnecessary cash transfer steps through a more integrated cash solution – time that can be redirected to client outcomes. Streamlining these processes also helps reduce the compliance and operational risks associated with cash movements.”

The AUSIEX Cash Account has also been designed as a practical liquidity tool for advisers and clients, helping them keep investable cash accessible and ready to deploy when markets move and provide opportunities, while still supporting efficient settlement and portfolio implementation.

“Cash should not simply be set and forget, nor treated as a passive and disconnected portfolio holding. An efficient integrated cash management account can help advisers build more deliberate liquidity positions – enabling client cash to earn income while giving advisers the flexibility to meet cash needs, respond to volatility and take advantage of investment opportunities without unnecessarily disrupting long-term portfolio strategies,” Mr Grant adds.

The AUSIEX Cash Account is fully integrated and accessible within the AUSIEX Adviser trading portal, provides near real time funding for trading accounts, online visibility of balances and transactions, automatic settlements and notifications, a competitive interest rate calculated daily and paid monthly and is fully supported by local service teams.

This latest investment strengthens AUSIEX’s position in the wholesale trading market and, alongside its acquisition of FIIG in 2025 and the launch of its international trading solution, AUSIEX International Markets, in the prior year, demonstrates the firm’s commitment to being one of the most comprehensive investment trading and portfolio administration platforms for advisers in Australia.

The post AUSIEX launches new integrated cash account for financial advisers appeared first on AdviserVoice.

Patrick Salis

There are opportunities for growing Australian investor access to a more diverse range of fixed income investments.

While a range of bond and fixed income exchange traded (ETF) funds are already accessible on platforms along with some listed bonds on the ASX – wholesale trading platform AUSIEX, which recently acquired FIIG (Fixed Income Investment Group) – believes Australian investors are underweight bonds and that more can be done to increase direct investment.

“An expanded bond market presents a significant opportunity for bonds to play a larger role in Australian investors’ portfolios as well as in the wider economy,” says Patrick Salis, CEO of AUSIEX.

Mr Salis notes there are two major demographic trends that can be helped by better adoption of bonds in local investment portfolios, particularly for retirement phase accounts:

1. As the Baby Boomer cohort retires, preservation of capital while still maintaining a steady return above the rate of inflation (income) becomes an important need. The greater use of bonds in a portfolio is a more optimal solution to this requirement than what can be achieved by relying solely on cash and equities for a given level of risk.
2. As new generations enter the retirement system and they continue to use equities and new assets including ‘crypto currencies’, bonds can be used to balance the higher volatility of these assets in this cohort’s investment portfolios.

Mr Salis believes making bonds available on the platforms investors and advisers use every day is a critical part of improving access to this important asset class.

He adds, “We see the opportunity as in a sense similar to the early ‘E*TRADE era’ in the United States – when online platforms first made equities directly available to retail investors. Just as E*TRADE and the platforms which followed helped democratise equity investing globally, we believe this can also be done with fixed income investments, especially with the phasing out of hybrids from the local market.

“While fixed income solutions are increasingly available on platforms, an alternative way to improve access to and drive awareness and education on bonds is to enable direct investment in bonds. FIIG provides access to the primary market and a secondary market to investors and advisers in small parcels that are within reach of all Australians.”

Mr Salis adds AUSIEX is committed to supporting this initiative. “AUSIEX, for example, can combine our scale and technological know-how to work with industry partners, dealer groups, advisers and our wrap clients to make the vast over-the-counter bond market easily accessible to advisers and investors.”

“This will include ongoing investment in the AUSIEX platform which, via its recent FIIG acquisition, is now one of the most comprehensive investments trading and portfolio administration platforms in the country today.”

Read the paper.

The post Call to expand local bond market appeared first on AdviserVoice.

Chris Hill

The top 10 most bought shares by retail investors at the start of the new financial year comprised mostly resources companies along with a few bank stocks.

By contrast, advised investors bought a more diversified portfolio of industrial stocks. The difference was even more pronounced among non-advised and advised self-managed super funds (SMSFs) with balances of more than $3 million.

Data from the nation’s leading whole trading platform AUSIEX reveals advised investors bought up  CSL, Scentre Group, Woolworths, James Hardie Industries, Cochlear and REA Group among other blue chip names.

“The new 2025-26 financial year has seen the gap between advised and non-advised investors stock trades continue to widen, with advised investors increasing their diversification,” says Chris Hill, National Manager of Strategic Relationships at AUSIEX.

SMSFs with more than $3 million

“This is even more pronounced among wealthier investors,” Mr Hill notes.

SMSFs with over $3 million in holdings “focused on a mix of stocks and exchange traded funds that included blue chip industrials, with just a few resource stocks and banks.”

By contrast, he points out “non-advised SMSF investors with over $3m focused on resources with Woodside, BHP, Many Peak Minerals, Rio Tinto and Pilbara Minerals accounted for half their top stock buys over the first month of this new financial year.”

Retail investors’ top 10 buys July 2025

1. Pilbara Minerals
2. DroneShield
3. Boss Energy
4. BHP
5. Mineral Resources
6. Fortescue Mining Group
7. Commonwealth Bank
8. Appen
9. Northern Star Resources
10. Westpac Bank

Most sold included Woodside, ANZ Bank and ZIP among others.

Advised investors top 10 buy July 2025 

1. CSL
2. National Australia Bank
3. Scentre Group
4. BHP
5. Woolworths
6. James Hardie Industries
7. Cochlear
8. Woodside
9. REA Group
10. Rio Tinto

Most sold stocks included Commonwealth Bank, Telstra, Westpac, Fortescue, Endeavour Group, Resmed and Sigma Healthcare among others

Advised HNWI SMSFs accounts over $3m – top 10 buys July 2025

1. CSL
2. Golden Horse Minerals
3. VanEck S&P/ASX MidCap ETF
4. Scentre Group
5. Sigma Healthcare
6. BHP
7. National Australian Bank
8. Vaneck Global Defence ETF
9. Treasury Wine Estates
10. Woolworths

Most sold stocks included Commonwealth Bank, Resmed, Westpac, Future Generation, Telstra, SCG, Wesfarmers and Australian Strategic Materials.

Retail HNWI SMSFs accounts over $3m – top 10 buys July 2025

1. Woodside
2. Nine Entertainment
3. BHP
4. Many Peak Minerals
5. Pepper Money
6. McMillan Shakespeare
7. Rio Tinto
8. Commonwealth Bank
9. CSL
10. Pilbara Minerals

Most sold included ANZ, Westpac, Acorn Capital, Unibail-Rodamco-Westfield CDI, National Australia Bank, Wesfarmers, Macquire Group. Paladin Energy and Telstra.

Media contact:

Guy McKanna
Honner
0430 355 985
guy@honner.com.au

About AUSIEX

With over 25 years of experience in the market and the backing of NRI, a global powerhouse in technology and operations services, we have a depth and breadth of knowledge within the Australian equities market, enabling us to understand the world our clients operate in and the challenges they face. AUSIEX currently supports over 4,400 advisers from over 1,000 dealer groups Australia-wide.
Supporting all segments of the Australian wholesale market, we provide choice and flexibility across the entire trade lifecycle. Our offering covers domestic and international trade execution, clearing and settlement services, online corporate actions, portfolio administration, tax reporting, fully supported B2B platforms and everything in between.

About NRI

Founded in 1965, NRI is a leading global provider of consulting services and system solutions, including management consulting, system integration, IT management and solutions for the financial, manufacturing, retail and service industries. Clients from all layers of these individual industries partner with NRI to tap NRI’s research expertise and innovative solutions across the organization to expand businesses, design corporate structures and create new business strategies. NRI has more than 16,000 employees in 16 countries and regions including New York, London, Tokyo, Hong Kong, Singapore, and Australia. NRI is rated “A” by S&P Global Ratings Japan.

For more information, visit https://www.nri.com/en

Disclaimer

This information has been prepared by Australian Investment Exchange Limited (‘AUSIEX’) ABN 71 076 515 930, AFSL 241400, a wholly owned subsidiary of Nomura Research Institute, Ltd. (‘NRI’). AUSIEX is a Market Participant of ASX Limited (‘ASX’) and Cboe Australia Pty Ltd (‘Cboe’), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.
This information contains general advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider its appropriateness, having regard to your objectives, financial situation and needs. Investors should read the relevant disclosure document and seek professional advice before making any decision based on this information.

The post Most bought stocks in new 2026 financial year appeared first on AdviserVoice.

Nomura Research Institute, Ltd. (NRI) is pleased to announce that AUSIEX has entered into an agreement with FIIG Holdings Limited (the holding company of FIIG Securities Limited) to acquire 100% of FIIG’s issued shares and commence the process of making it a wholly owned subsidiary of AUSIEX by the end of June 2025.

AUSIEX joined the NRI Group in May 2021 and provides a market leading wholesale trading platform and outsourced service for execution, clearing and settlement of domestic and international cash equities, and exchange traded options as well as portfolio administration.

The AUSIEX platform is built using proprietary software, including NRI’s I-STAR/GV back-office solution. AUSIEX provides value-added services to major financial institutions, financial advisers, family offices, institutional investors, self-managed super funds and other wholesale and HNWI investors in Australia.

FIIG is Australia’s largest specialist fixed income provider with over $4.5bn of funds under advice and provides investors with direct access to bond markets and a range of term deposits and other cash solutions.

AUSIEX CEO Patrick Salis says the transaction will allow the AUSIEX business to expand its range of products and services to meet the wider needs of traders, advisers and investors.

“With this move, AUSIEX expands beyond exchange traded instruments listed on ASX & CBOE, to now also include over the counter (OTC) domestic and international fixed income products via the FIIG platform.

“It will provide local institutions, financial advisers, family offices, SMSF and HNWIs with the most comprehensive investments trading and portfolio administration platform offering in the country.”

Mr Salis adds, “We are excited to build on an over 25-year legacy of FIIG, an independent company founded in Brisbane and welcome their staff into the NRI Group. FIIG has over 6,000 clients, and we are pleased to extend the AUSIEX vision to each of those clients of being a trusted partner behind every trade and transaction.”

Mr Salis, further says, “Our vision is to bring fixed income investing to all Australians and there are two pieces to that – education and access. We want to make trading bonds as easy as buying and selling BHP shares on the ASX.

“This development is another sign of AUSIEX’s progress towards our long-term plan to become a market utility platform leveraging NRI’s scale and intellectual property.”

FIIG CEO Alex Welch adds, “This acquisition brings together two culturally and commercially aligned businesses with highly complementary strengths.

“It marks an exciting step forward in our ambitions to make bonds accessible to Australian investors while continuing to enhance the services we deliver to our clients with even greater capabilities.”

The post AUSIEX acquires FIIG in transformative move appeared first on AdviserVoice.

However, there was a marked difference in the companies theses cohorts bought instead of banks. Advised investors and SMSF trustees both opted for a broad range of stocks across sectors, including Telstra, Goodman Group, CSL and Scentre Group.

By contrast, non-advised investors prioritised resource companies over others by buying shares such as Fortescue, Mineral Resources and BHP.

Advised investors also sold more banks stocks than they bought, according to data from the wholesale trading platform. AUSIEX accounts for a third the wholesale trading market in Australia.

SMSF top five buys of January 2025

• CSL
• BHP
• Telstra
• Woodside
• Goodman Group

Most sold – Wesfarmers, Commonwealth Bank, Westpac, BHP and National Australia Bank.

Advised top five bought stocks for February 2025

• Telstra
• Goodman Group
• CSL
• Scentre Group
• BHP

Most sold – Commonwealth Bank, Westpac, Wesfarmers and Fortescue.

Non-advised top five buys of January 2025

• Fortescue
• Mineral Resources
• BHP
• Appen
• Woodside

Most sold – BHP, Westpac, Commonwealth Bank, Fortescue and Appen

———-

(Note: These were not overall holdings, but rather the most bought listed investments last month. Investors of all types continued to hold a wide range of stocks).

The post Stocks that advisers favoured in February 2025 appeared first on AdviserVoice.

Diversification across asset classes and sectors was found to be a hallmark of advised SMSF accounts.

A new report on investor trading trends reveals increasing differences in asset allocation between advised self-managed super funds (SMSFs), self-directed SMSFs and non-SMSF investors.

Diversification across asset classes and sectors was found to be a hallmark of advised SMSF accounts identified the SMSF Under Advice report, just released by wholesale trading platform AUSIEX, which provides trading solutions to over 4,400 investment advisers and 1,000 dealer groups across Australia.

“Advised SMSFs are more likely than self-directed SMSF to have holdings in passive ETFs, active ETFs, LICs, LITs hybrids and AREITs than self-directed SMSFs,” found the report.

Brett Grant, Head of Product, Customer Experience and Marketing at AUSIEX, says the report identifies “increasing allocation of advised SMSFs to exchange traded funds (ETFs) – in stark difference to self-directed SMSFs and non-SMSF retail accounts, both of which tend to prefer direct investments in equities”.

Mr Grant adds, “advised SMSFs also tend to be more diversified in terms of the number of unique securities held as well as sector allocations.  For example, advised SMSF accounts held 15 securities on average, in comparison to 12 for self-directed SMSFs.

“The extent to which financial advisers can add value to their clients’ portfolios throughout the market cycle was again evident in this year’s analysis,” he says.

Generational differences

The AUSIEX report also identifies differences between generations. “For instance, we found advised Generation X SMSFs allocated significantly more to healthcare stocks than their self-directed counterparts and less to industrials,” Mr Grant cites.

“Advised Millennial SMSFs also allocated significantly more than their self-directed SMSF counterparts to healthcare, as well as industrials, real estate and consumer discretionary stocks.”

Generation X and Millennials were also active on the new account front. The latter’s share of total new trading accounts jumped from 6.7% to 9.8% year-on-year as more people in this age group (29-44 years) reached the point at which they have sufficient assets to justify operating SMSFs.

The growing investing power of Millennials was also evident in the trading patterns of each generation. Millennials had the largest year-on-year increase in trading volumes (up 35.5%) among advised accounts in 2024, compared to Generation X (20%) and Baby Boomers (15%).

Mr Grants says, “it appears evident that younger SMSFs investors may have different trading preferences to their parents, not just because of their stage of life but also due to their familiarity with securities such as exchange traded funds and even cryptocurrency”.

Future investment trends

As for other asset classes, the report identified increased enthusiasm and traded value in cryptocurrency ETFs and crypto-infrastructure ETFs – which more than doubled (218%) across all SMSF accounts in the final quarter of the 2024 calendar year.

Mr Grant adds, “another asset allocation issue which will continue to attract significant industry attention going forward is the phasing out of bank hybrids following the announcement by the Australian Prudential Regulatory Authority (APRA).  It will be interesting to see what the investment industry produces as alternatives and what investors will shift towards – and we have already seen some product managers respond with an increase in fixed income ETFs.”
ESG differences

Advised SMSFs also appeared to find ESG characteristics more attractive than other investors, allocating almost 2.7% of their total exchange traded products (ETPs) portfolio value, compared to just over 2% for self-directed SMSFs.

What’s next?

Mr Grant suggests, “as we look ahead into the 2025 calendar year, a federal election, threatened trade tariffs, potential rate cuts and a record high S&P/ASXASX200 SMSF investors, advisers and trustees have much to grapple with.

“However, our analysis continues to paint a picture of advised SMSFs as well-diversified, active, agile and forward-looking investors, well-positioned to navigate challenging conditions and grow their wealth.”

“That said, advisers need to ensure their value proposition is well known and understood, especially considering our data found a year-on-year fall in the proportion of new advised Generation X accounts, when the broader trend – and that on the self-directed side is towards this generation growing in terms of its significance as a controller of overall wealth in the system.”

The post Asset allocation differences widen between advised and non-advised SMSFs appeared first on AdviserVoice.

The number of newly established SMSF trading accounts on the AUSIEX platform (across both advised and self-directed segments) rose 14.5% year on year in number.
Advised SMSFs drove most of this new account growth rising 12.3% year-on-year in overall account number. There was also a rebound in new self-directed SMSFs trading accounts from the prior year, up 19.8%.

Brett Grant, Head of Product, Customer Experience and Marketing at AUSIEX, says, “We’ve seen advised SMSF accounts grow in number last year, and continue to grow at the start of this year – and trading more actively.”

After a surge in interest in SMSFs among younger generations during COVID-19, Baby Boomers returned to make up a stronger proportion of new SMSF accounts, noted Mr Grant. Baby Boomers accounted for over 50% of new SMSFs accounts, both advised and self-directed.

There was also an increase from Millennial SMSF investors, up 9.8% year-on-year. This was mostly driven by male millennials. By contrast, there was a year-on-year decline in new Generation X female SMSF accounts.

On the self-directed side, Generation X increased its share of new accounts year-on-year, up to over 31%.

Victoria reported 24% in growth in the number of new SMSF accounts, up from 30% in 2023. New South Wales remained in second place marginally increasing its share from just under to just over 25% of new SMSF accounts. Queensland also increased its share to just over one in five new SMSF accounts.

“SMSFs traded more in 2024 than they did the previous year, up 7.5% (by number of trades) year on year, found the AUSIEX report. The increase we believe was in part due to increased additional interest in global equities, in particular global equity and US equity exchange traded funds (ETFs),” notes Mr Grant.

The value of holdings also increased more for advised SMSFs than for non-advised SMSF accounts. “These gains appear to have been supported significantly more diversified holdings, across sectors and securities,” says Mr Grant.

“This includes an increasing allocation to ETFs – which is a stark difference to non-SMSF accounts and self-directed SMSF accounts which prefer direct equities.”

“Despite concerns about the future of the wholesale investor test, the potential Division 296 superannuation tax, compliance requirements and cost of advice concerns, SMSFs remain in favour with distinct groups of investors and advisers who value greater flexibility when it comes to growing and protecting wealth.”

Read the report.

The post Number of new SMSFs trading accounts jumps, finds new report  appeared first on AdviserVoice.

Darren Rushworth

NICE (Nasdaq: NICE) has announced that AUSIEX has implemented the NICE CXone cloud-native contact centre platform to enhance its operational capabilities and customer engagement.

After a thorough discovery phase evaluating various providers, AUSIEX selected CXone for its comprehensive functionality and ease of integration.

Brett Grant, Head of Product, CX and Marketing at AUSIEX, said, “Adopting CXone has empowered AUSIEX to expand its customer interaction capabilities significantly. The company has moved from a primarily inbound call setup to a dynamic, AI driven omnichannel approach that includes webchat, and call-back features, enhancing both service levels and operational efficiency and flexibility.

“This transition has been a game-changer for the business that not only signifies a pivotal shift in AUSIEX’s technological infrastructure, but also aligns with the company’s strategic objective to provide superior service to and on behalf of our clients in an increasingly competitive market.”

One of the most significant upgrades has been in data analytics and reporting. AUSIEX has transitioned from relatively manually intensive processes to automated, real-time reporting and analytics through CXone. This has streamlined operations and provided deeper insights into customer behaviors and preferences.

Since the introduction of CXone, AUSIEX has also introduced additional touchpoints for customer feedback and engagement, including phone-based surveys, which has seen its customer engagement increase by 33 percent. These initiatives are part of AUSIEX’s broader strategy to harness technology for better customer insights and service delivery.

The CXone implementation has also delivered a strong foundation from which AUSIEX can continue to evolve its operations through continuous improvement and innovation, including through the planned integration of workforce management capabilities. As AUSIEX continues to navigate its growth trajectory and expand its service offerings, the successful integration of NICE CXone stands as a cornerstone of its commitment to excellence in customer service and innovation.

Darren Rushworth, President, NICE International, said, “NICE is thrilled to see the impact CXone has had on AUSIEX and its operations. NICE is dedicated to empowering innovative and customer-centric businesses like AUSIEX with cutting-edge solutions that position them at the forefront of innovation and CXone is specifically designed to meet the evolving expectations of customers in today’s dynamic market. With CXone, AUSIEX can enhance its customer engagement with an agile and responsive service that adapts to changing needs while ensuring consistent CX.”

The post AUSIEX uses NICE CXone to support customer experience innovation appeared first on AdviserVoice.

The AUSIEX International Markets offering delivers advisers the capability to trade 18 overseas markets, in a range of asset classes, with extensive trading toolkits and order types, online corporate actions management, integrated research, and powerful reporting features in one solution. Up to 10 currencies can be traded via multi-currency wallets for additional trading flexibility.

The offering complements AUSIEX’ existing Australian Shares trading platform, providing a single solution for advisers to trade both domestic and international equities online while also benefiting from our highly experienced local after-market service teams. International Markets accounts can be opened separately, or together with an Australian Shares account when accounts are originated online.

Brett Grant, Head of Product, CX and Marketing at AUSIEX, said: “Our new International Markets offering makes it easy for advisers, brokers and wealth management institutions, SMSFs trustees and other wholesale market participants to invest directly in more global assets to support the diversification of client portfolios. It provides access to not only a range of global equities, but also a wide range of exchange-traded funds (ETFs) not available in Australia.”

“This includes listed assets in 18 key markets, including the United States, Canada, Hong Kong and United Kingdom amongst others, across 10 currencies.”

Mr Grant noted: “More and more Australian advisers and their clients are interested in investing in global assets and this offering makes it easier for financial advisers to directly trade international equities, ETFs and global funds across multiple markets in multiple currencies.”

“Financial advisers, stockbrokers and their investor clients can also better monitor those assets through a range of real time information and reporting tools on a sophisticated and intuitive platform.”

Key features of the new AUSIEX International Markets offering provides advisers and their clients with:

• Multiple funding structures – ability to settle trades in 10 different currencies.
• Access to 18 markets  – throughout North America, Europe, and Asia.
• Multi-asset trading – multiple asset classes, including equities and ETFs and managed ETFs, as well as listed fixed income not available in Australia.
• Multiple order types – using simple and advanced order types.
• Extensive trading toolset – an expansive toolset for advisers and their clients including watchlists, screeners, alerts and charting tools.
• Integrated news and market research – accesses news and market analysis from multiple providers.
• Portfolio information and tools – via a configurable, modern interface.
• Reporting suite – providing an extensive library of reports.
• Online account opening – enables easy applications for an International Markets account and submitting a W8-BEN/E online.
• Corporate action management – manage voluntary corporate actions on the website.

The Australian share market represents less than 2% of the world’s investment by market capitalisation and the 7.7 million local investors who hold on-exchange are increasingly diversifying their portfolios by investing offshore.

“The ASX 2023 Australian Investor Study shows more Australians are investing directly in international shares than ever before,” added Mr Grant. “International equities are already the major single asset allocation for several big institutional investors, though allocations vary depending on their fund objective, risk tolerance and what they are seeking in terms of returns.”

AUSIEX plans to continue investing in enhancements to the offering, including additional market coverage and improved integration with its existing award-winning Australian share trading platform used by over 4,400 advisers from over 1,000 dealer groups across Australia to invest in equities, ETOs, ETFs, warrants, hybrids and IPOs.

AUSIEX is proud to be recognised within the industry through awards such as the 2022 Adviser’s Choice Award for Australian Shares at the SMSF Service Provider Awards, as well as Platform Provider of the Year at the 2021 SMSF Adviser Awards.

The post AUSIEX launches new adviser international share trading offering appeared first on AdviserVoice.

The AUSIEX International Markets offering delivers advisers the capability to trade 18 overseas markets, in a range of asset classes, with extensive trading toolkits and order types, online corporate actions management, integrated research, and powerful reporting features in one solution. Up to 10 currencies can be traded via multi-currency wallets for additional trading flexibility.

The offering complements AUSIEX’ existing Australian Shares trading platform, providing a single solution for advisers to trade both domestic and international equities online while also benefiting from our highly experienced local after-market service teams. International Markets accounts can be opened separately, or together with an Australian Shares account when accounts are originated online.

Brett Grant, Head of Product, CX and Marketing at AUSIEX, said: “Our new International Markets offering makes it easy for advisers, brokers and wealth management institutions, SMSFs trustees and other wholesale market participants to invest directly in more global assets to support the diversification of client portfolios. It provides access to not only a range of global equities, but also a wide range of exchange-traded funds (ETFs) not available in Australia.”

“This includes listed assets in 18 key markets, including the United States, Canada, Hong Kong and United Kingdom amongst others, across 10 currencies.”

Mr Grant noted: “More and more Australian advisers and their clients are interested in investing in global assets and this offering makes it easier for financial advisers to directly trade international equities, ETFs and global funds across multiple markets in multiple currencies.”

“Financial advisers, stockbrokers and their investor clients can also better monitor those assets through a range of real time information and reporting tools on a sophisticated and intuitive platform.”

Key features of the new AUSIEX International Markets offering provides advisers and their clients with:

• Multiple funding structures – ability to settle trades in 10 different currencies.
• Access to 18 markets  – throughout North America, Europe, and Asia.
• Multi-asset trading – multiple asset classes, including equities and ETFs and managed ETFs, as well as listed fixed income not available in Australia.
• Multiple order types – using simple and advanced order types.
• Extensive trading toolset – an expansive toolset for advisers and their clients including watchlists, screeners, alerts and charting tools.
• Integrated news and market research – accesses news and market analysis from multiple providers.
• Portfolio information and tools – via a configurable, modern interface.
• Reporting suite – providing an extensive library of reports.
• Online account opening – enables easy applications for an International Markets account and submitting a W8-BEN/E online.
• Corporate action management – manage voluntary corporate actions on the website.

The Australian share market represents less than 2% of the world’s investment by market capitalisation and the 7.7 million local investors who hold on-exchange are increasingly diversifying their portfolios by investing offshore.

“The ASX 2023 Australian Investor Study shows more Australians are investing directly in international shares than ever before,” added Mr Grant. “International equities are already the major single asset allocation for several big institutional investors, though allocations vary depending on their fund objective, risk tolerance and what they are seeking in terms of returns.”

AUSIEX plans to continue investing in enhancements to the offering, including additional market coverage and improved integration with its existing award-winning Australian share trading platform used by over 4,400 advisers from over 1,000 dealer groups across Australia to invest in equities, ETOs, ETFs, warrants, hybrids and IPOs.

AUSIEX is proud to be recognised within the industry through awards such as the 2022 Adviser’s Choice Award for Australian Shares at the SMSF Service Provider Awards, as well as Platform Provider of the Year at the 2021 SMSF Adviser Awards.

The post AUSIEX launches new adviser international share trading offering appeared first on AdviserVoice.