For Accountants & Advisers

Helping you help your clients

OpenInvest is cognisant that you want to do what's best for your clients, but have to tread a fine line to ensure you're not providing financial advice.

As Australian investors now have several ways they can directly access a professionally-managed diversified portfolio, that they can select according to their financial objectives, needs and circumstances, without going through a financial planner, we have created a Fact Sheet that outlines those options.

Here are some more resources that you might find helpful:

How OpenInvest works

An overview of how OpenInvest empowers self-directed investors to choose how their wealth is managed, providing direct access to portfolios designed to meet their needs.

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Information for accountants

This brochure offers some useful information on how you can help your clients with their investment portfolios without giving any financial advice.

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A case study

As an exercise for the CA ANZ National SMSF Conference, we prepared this Case Study to illustrate how a family with a number of specific needs might arrange their investments.

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Fact sheet for clients

This Fact Sheet is designed to be handed to clients so that they can assess their options for directly accessing a professionally-managed diversified portfolio.

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A helping hand for self-directed investors

In the October-November 2019 edition of CA ANZ's Acuity magazine, CEO Andrew Varlamos explains “OpenInvest is designed to work in with how accountants want to work”.

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Learning Centre

Some general articles about investing that might provide some useful background for your clients, particularly on the subject of behavioural finance.

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