To facilitate convenient access to our range of products, we integrated a number of management platforms into our online portal. Explore our platforms and breadth of products below.
Superannuation is a key component of your wealth plan as it funds your retirement lifestyle, so it’s important to select a fund that works for you.
We evaluated over 70 Super Funds for affordability, flexibility and client support, to find that very few funds delivered against all three. We drew on our access to local and global investment opportunities, and invested in technology to scale our multi-family approach to develop a Super Fund that is both competitively priced and offers more value and support than any other fund in the market. Check out Cashel Super.
Our Super Platform enables you to track and manage your superannuation within Cashel Super, as well as view your investment accounts to provide a holistic overview of your wealth strategy.
We offer the support of our in-house experts for both Cashel Super and external Super Funds, however we’re happy to evaluate your current Super Fund against our internal benchmarks to determine the right fund for you.
Cashel Family Office Accounts
Through our Cashel Family Office Accounts you can directly select investments from global markets via direct equities or managed investment funds, as well as a wide range of term deposits and high yielding fixed income products.
We offer personalised advice from our team of skilled investment advisors, supported by rigorous reporting and optional auditing. Should you not want that, we can also offer a basic brokerage account, however note you’ll need to personally prepare and record any transactions on your account for taxation and compliance reporting purposes.
Accounting and Audit Support Services
Completing your annual tax, accounting and compliance filings correctly (and on time) is essential to avoid fines.
In line with our mission, we provide access to accounting and audit administration support platforms that typically only the wealthiest 1% of the population can afford. We recommend this platform as it’s reliable, and its useful integrations simplify the entire process so you have no trouble accessing the right information at the right time. The benefit of this service, is that is supports your Accounting and Tax advisors by pre-completing book keeping and audit services at a reduced cost. Enable your Accountant or Tax advisory to focus on providing value added strategy services rather than simple compliance fillings. Find out more.
Accounting and Audit Services
Please download our PDF to learn more about our Accounting and Audit Services.