We offer a robust compliance framework and dedicated support so that you can recommend the best financial strategies to suit your clients.
Frequently Asked Questions
My Own Super Fund makes it easy for individuals wanting to run their own super fund, allowing them to have full control over their fund and investments.
Superior rates for vehicle & equipment finance and property & business loans through our wide range of lenders.
For accountants and planners; everything you need in one account. A better way to manage your clients’ super, investments and insurances.
Specialists in establishing Companies, Trusts and Super Funds with dedicated service and support to accountants and financial planners.
Complete and innovative back-office SMSF administration solutions for accountants and financial planners.
Leading the way in developing insurance solutions specifically for accountants and providing you tailored cover at a competitive premium.
The easy choice for client-focussed and accountant-aligned financial planners to deliver superior integrated and practical solutions.
Sequoia Superannuation Service For Mortgage Brokers, Stock Brokers, Financial Planners & Accountants
Sequoia Superannuation has many options for Mortgage Brokers, Stock Brokers, Financial Planners & Accountants. Our solution is simple. We will build a service around what you want. If branding is important for you then this can be done. If you wish to adapt our service to meet your business & clients needs this also can be done. We are here to partner with you and we understand that it is important for us to fit into your business & service model. We have a few suggestions below of what we offer however let us know what you want & we will do our best to build this for you.
Sequoia Superannuation
The easiest way to start using Sequoia Superannuation is to use our current services. This is where most Accountants, Mortgage Brokers, Stock Brokers & Financial Planners start. You can use Sequoia Superannuation current offering and promote this to your client base. This includes Sequoia Superannuation Mini & Classic offering. We also can do year end work for you as well if that is the preferred method of your client.
Co-Branded Solution
For many service providers a co-branded solution is the way to go. We often find many service base firms such as Mortgage Brokers, Stock Brokers & Financial Planners wish to co-brand our services. This solution involves adding your brand to all of our documentation including marking documentation. We can also assist you in adding a client login section to your website in order to drive traffic to your site and not ours. Again phone or email us to see how we can help you.
White Labelling
With this solution Sequoia Superannuation will customise our offering to work for you. We will adapt all our documentation, marketing materials and our online access to meet your specific needs. All documentation will be provided to you and will be tailored to include your branding. This service is fully tailored to your specific needs. Call us and we will work together to find the right solution for you. By doing this, not only will it make you look like a holistic professional service, it will keep your clients coming back to your website 24/7. In turn driving up your Google search engine optimisation (SEO), helping to create new business.
Increase Your Revenue
Add extra revenue to your business with SMSF admin margins.
Technology
Sequoia deploys market leading technology to its clients, making reporting, trading and document management a breeze.
Documents At Your Fingertips
No more searching for trust deeds or financials. All stored and accessible 24/7 from our systems.
Service
Sequoia is 100% locally serviced. No offshoring.
Our team provides prompt turnaround and technical expertise.
Time
Take back your time. Leverage Sequoia’s systems and expertise to allow you to get back time to concentrate on things that are important to you.
Main Services
Sales Team Assistance
Other than being a full service SMSF administration firm (SMSF setups, Custodian (Bare) Trusts, Ongoing accounting/administration/financials tax returns etc), we offer a full AFSL Licenced sales team to provide General Financial Advice (through our sister company Sequoia Asset Management) to your clients to help them get their SMSFs up and running, including rollovers, so they can invest as instructed/directed by you. This is a major advantage over our competitors.
D2MX provides seamless and cost effective third party stock broking execution solutions to AFSL holders such as financial planners, financial advisors, banks, building societies and trading educators.
D2MX has been providing white labelled trading solutions to Broker Dealers (Shadow Broker) since 2007. We assist broker dealer groups in providing a superior product to their clients by offering a wholesale broking solution and a comprehensive range of white-label products.
Our Broker Dealer team has the right combination of technologies, experience and market knowledge necessary to fuel the growth of our clients’ businesses.
With D2MX as your broker, you can streamline your business operations or expand your service offerings, while benefiting from the experience and support of our professional team.
Whats Available
White Label Solution
D2MX offers a complete white label solution which including all client-facing documentation branded as your company.
Trading Technology
Best of breed trading technology from our software partners TradeCentre and Iress.
Global Market Access
Trade Local & International Markets.
Global Partner Strength
D2MX has a strategic relationship with Pershing Securities Australia who is our Australian 3rd party clearer for all our Australian Equity, Warrant and ETO settlement.
Service
Unlimited access to the D2MX trading desk & BDM team staffed by friendly and qualified professionals with vast expertise in both equities, ETOs & running financial service businesses.
Flexible Offering
Being an independent business we are not restricted by in-house mandates. We will settle against most Australian banks or CMA accounts along with many approved Australian Margin Lenders at no additional cost.
Reporting
Daily and monthly bespoke management reporting with direct feeds to leading industry third party software such as Xpla, IPS Portfolio, M2 Wealth, Praemium & Complii
Client Onboarding
D2MX has a dedicated transition team to take the strain out of moving your business, and to guide you each step of the way.
Our primary focus is providing execution brokerage services to financial planners and financial advisors. For more information on this service click here