ASX Securities

Through the Linear Managed Account you can invest in any ASX listed security. The purchase or sale of ASX securities can be done as a part of the Account application process or once your Account has been established. Standard brokerage rates are equal to the greater of $27.50 or 0.275% (inclusive of GST) of the trade amount.

Term Deposits

Through the Linear Managed Account you can select from a range of term deposits with varying terms and interest rates. An up to date list of these investments is available through the Linear Managed Account login. There are no transaction costs associated with an investment into term deposits. Break costs may be applicable should you decide to discontinue your investment in the term deposit before the end of the term.

Fixed Interest Securities

A range of Fixed Interest securities are available through the Linear Managed Account, providing Investors with an exposure to securities issued by corporations (such as banks), corporate mortgage and asset backed securities and debt securities issued by supranationals, floating rate notes, term deposits and bank bills.

The range of Fixed Interest securities is restricted to those with a credit rating from Standard and Poor’s of AAA through to BBB or cash and term deposits issued by a regulated Australian Banking institution.

The full range of Fixed Interest securities is available through the Linear Managed Account login and changes regularly depending on availability.

Managed Funds

An extensive menu of wholesale Managed Funds is available through the Linear Managed Account. This Investment Menu is provided below however please note the menu of Managed Funds is subject to change. The purchase or sale of Managed Funds can be done as a part of the Account application process or once your Account has been established.

The purchase or sale of Managed Funds incur a transaction rate equal to the greater of $27.50 or 0.275% (inclusive of GST) of the trade amount.