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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

IAM provide 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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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.