Safe, secure and in control
- Security of personal information and transactions is of the utmost importance to Income Asset Management. We store everything on a remote server with bank-level security and data encryption.
- No fees are paid by you to Income Asset Management.
- Your money goes directly from you to your chosen provider and is never held by us.
- There is always transparency with your investments.
- Access to a wide range of banks and financial institutions you know and trust.
- Receive limited interest rate offers through the Income Asset Management online marketplace.
- Diversify your portfolio with a larger range of defensive assets.
- Streamlined switching of term deposits upon maturity to a new rate with a different term deposit provider.
What we do
Online cash management platform streamlining the process of investing in term deposits and at call accounts, saving time and helping to earn a higher yield for your clients.
- Offer a range of term deposit investments from leading banks and financial institutions
- Enable access to limited interest rate offers
- Providing the latest security standards and technologies to ensure privacy of personal information
- Non-affiliated with any financial institution
- Australian owned and operated, find out more about us and our story
How it works
Provide an outstanding client experience through investing, reviewing, and switching term deposits and at call accounts with a secure cash management platform.
- Online setup and verification for your client and their self-managed super fund, company, or other entity
- Research rates and invest with a few clicks
- Switching institutions simplified without additional KYC
- Application process managed on your behalf to reduce your paperwork and save you time
- Direct debits where possible or funds transfer directly by the client
- Income Asset Management is paid directly by the banks with no fees payable by you or your client
Term deposits and at call accounts from leading Australian Banks
Your one-stop online cash investment solution
- Wide range of trusted Australian banks and financial institutions
- Current market interest rates available all in one place
- Invest for self-managed super fund, personal, business, or other entities
- Easy to view interest rates chart with simple click through to order
- Research our term deposit rates
Research, compare and invest in competitive rates from our 52 trusted banking and credit union partners in the Income Asset Management Marketplace today
How Income Asset Management can help you
Reduce paperwork and earn a higher yield for your SMSF, business and personal clients
- A cash management solution that fits seamlessly into your client value proposition
- Save time and provide better service to your existing clients
- Attract new clients with your expanded service offerings
- Strengthen existing relationships
- Retain customer loyalty by providing product choice across a range of banks by removing the need to visit banks or other institutions
- Paperless order processing and reporting
- Online 24/7 access for you and your clients
- Simple switch between different banks at maturity
- Dedicated customer service to support your business
Intuitive, flexible and secure online platform for superior cash management
- Adviser dashboard with real-time view of your clients’ investments
- Notifications to alert upcoming Term Deposit maturities
- Weighted average view of yield aggregated by client
- Data feeds to third party accounting platforms available
- Shared platform access to allow both Adviser and Client to login, view and transact on the portfolio
Safe and secure
Cash management platform with strictest levels of security enforced
- All investments are held under the name of the client
- Funds are transferred directly between the client and the selected bank and are never held by Income Asset Management
- All banks partnering with Income Asset Management are covered by the Government Bank Deposit Guarantee
- Income Asset Management uses the latest security standards and technologies to ensure privacy of all information
- Income Asset Management is an ASIC regulated company (AFSL 459645)
- Read our security statement for more details