Tailored wealth products
to suit any stage of life
The Mayfield Green Difference
Individual HIN based platform
A unique non-custodial structure allows for a HIN in the client’s designation rather than pooling listed assets together.
Investment flexibility
Access all ASX listed securities, ETFs, LICs, and IPOs, as well as managed funds, and term deposits.
Reporting tools
Comprehensive portfolio reporting with auto-scheduling.
Insurance
Range of insurance options to ensure you select the right solution for your clients’ needs.
Fee aggregation
Link up to four accounts to receive an administration fee discount
Service
Experienced and passionate customer service team based in Australia.
Our Products
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Designed to deliver the same flexibility as an SMSF, without the administrative and compliance burdens, Mayfield Green Super is a platform paving the way for an innovative future in wealth management.
- Ability to invest in all ASX listed securities*
- Individual HIN for every member – CHESS sponsored by broker
- Clients receive franking credits when dividend is paid
- Fully participate in corporate actions and IPOs
- Off-market transfer shares in and out of the fund
*Excludes Options and some instalment warrants
- Reduced time and cost burden of managing assets off platform
- Streamlined account opening
- Comprehensive reporting and benchmarking (including auto-scheduling)
- Family fee aggregation available
- Online management of tax deductions for personal contributions
- Automatically create Centrelink schedules
- Connectivity with leading financial planning software
- Account based pension and transition to retirement (TTR) pensions available
- Apply for voluntary cover directly through the group insurer
- Automatic transfer of existing insurance inside super
- Access to a range of retail insurers though our platform integrations
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Combining the benefits of individual investment ownership with the efficiencies of a platform experience, Mayfield Green Invest empowers you to deliver tailored client outcomes, without the off-platform asset maintenance costs.
- Ability to invest in all ASX listed securities*
- Individual HIN for every member – CHESS sponsored by broker
- Ability to fully participate in corporate actions and IPOs
- Ability to off market transfer shares in and out of the scheme
*Excludes Options and some instalment warrants
- Reduced time and cost burden of managing assets off platform
- Streamlined account opening
- Comprehensive reporting and benchmarking (including auto-scheduling)
- Family fee aggregation available
- Connectivity with leading financial planning software
- Margin lending
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Mayfield Green Core Super is a simple, flexible and cost-effective option for your superannuation. You can select from nine low-cost investment options and group insurance cover.