About Us - Income Asset Management

IAM provides sophisticated and professional investors with a wide range of alternatives in cash, bonds and managed investments

About Income Asset Management (IAM)

Income Asset Management delivers a complete income investment service. We aim to provide investors and portfolio managers with the most trustworthy and capable platform to research, execute, and manage their income investments. Our businesses across deposits, bond sales, and asset management are all there to enable investors to compare, choose, and execute, in the most efficient, transparent and cost-effective way.
Our investment offerings all strive for a sensible, risk-adjusted return, to smooth out market fluctuations in the most cost-effective way.

Our Services

Cash Markets

Access the best cash rates from over 50 ADIs and manage term deposits, at call and NCDs with Australia’s leading and most innovative active cash management platform.

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Capital Markets

We are capital markets specialists, providing wholesale investors with direct access to over 350 bonds − including investment grade, high yield, domestic and international. Our capital markets team delivers debt funding solutions to corporates across Australia

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Funds

Our asset management incubator business for highly rated fund managers to establish and grow their unique portfolio management capability.

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Trustees Australia Limited (TAL)

TAL provides extensive AFSL capabilities across asset classes, including responsible entity services, trust capability and provision of custody services.

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Our Values

IAM values are to operate ethically – putting our clients first, challenging the industry on anti-competitive behaviour (i.e. charging exit fees and low transparency), and adhering to our core values of being the most trusted, honest, fair, diligent and meritocratic financial services company in our field.

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1300 784 132

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© 2023 IAM Group | Income Asset Management Group Limited ACN 010 653 862 (ASX: IAM) and wholly owned subsidiaries, IAM Capital Markets Ltd ACN 111 273 048 AFSL 283119, IAM Cash Markets Pty Ltd ACN 164 806 357 as corporate authorised representative (no. 001295506) of AFSL 283119, Trustees Australia Limited ACN 010 579 058 AFSL 260038 and IAM Funds Pty Ltd ACN 643 600 088 as corporate authorised representative (no. 001296921) of AFSL 260038, together the IAM Group.

The information in this website is for general information purposes only and does not purport to contain all matters relevant to any particular or financial instrument. It is not intended to be a recommendation, offer or invitation to purchase, sell or otherwise deal in securities or other investments. Before making any decision in respect to a financial product, you should read the relevant Financial Services Guide and Product Disclosure Statement available from IAM Group https://www.incomeam.com and seek independent and specific advice from an appropriately qualified professional. IAM Group shall not be liable for any errors, omissions, defects or misrepresentations in the information or for any loss or damage (whether direct or indirect) suffered by persons who use or rely on the information contained here. The Group is fundraising for The Smith Family between 29 April 2022 to 28 April 2023. For every client who opens an IAM Capital Markets account, IAM Group will donate $150 to The Smith Family. The Group is authorised by The Smith Family (Level 9, 117 Clarence Street, Sydney NSW 2001, Ph: 1300 326 459) to fundraise on its behalf in ACT, NSW, NT, QLD, SA, VIC, WA, and TAS. All funds raised will go directly to Australians.