Get started with Member Direct
If your clients want greater flexibility when choosing their investments, explore our Member Direct option.
What is Member Direct?
Member Direct is a self-managed investment option. Your clients can invest in shares, Exchange Traded Funds (ETFs), Listed Investment Companies (LICs), term deposits and cash – all from an easy-to-use online platform.
For an overview of Member Direct, download our guide.
Member Direct investment option guide - pdf, 5.4MB
Why choose Member Direct?
Make informed decisions
Change strategy
Lower costs
Make transactions for your client
Less paperwork than a SMSF
Explore investment options
Want to see how Member Direct can work for your client?
Get to know the finer details, from the investment menu to interest rates.
How to apply
If Member Direct is the right option for your client, here’s how to get started.
Forms
Find the forms you need for your clients now, or for easy access in the future.