APL / INVESTMENTS

Asset Allocation Review

• Rational for Changes to TAE Strategic Asset Allocation (SAA)

Approved Product List (APL)

• Approved Product List - June 2024

• Non-APL Product Request 

• Non-APL Requirements and Process

INVESTMENT/APL POLICY

Investments - Our APL focuses on underlying investments rather than platforms taking a ‘best of breed’ approach to selecting investments for our APL. With the assistance of DNR Capital, our Investment Committee carefully selects investments with a track record of best meeting the client needs..

Insurance - Our APL is open in this respect to all authorised insurers in Australia except for NEOS Life, which are not authorised for use.

Platforms - We do not dictate platforms; however, all underlying products must be on our APL.

Exchange Traded Funds (ETF’s) - Please ensure you read the  ETF policy  to understand the thresholds that apply to the various types of ETFs.

Direct Equities and Limitations - Our APL permits advisers to recommend shares within the ASX top 200 with appropriate research to support the recommendation.

Gearing property into SMSF - Advisers are restricted to the APL which does not include direct property. Advisers are permitted to provide strategic advice regarding the advantages and disadvantages of direct property and leave the specific property selection to the clients themselves or refer them to an appropriate expert such as a buyer advocate to assist them in this process.  

Model Portfolios

• Complete Model Portfolio Update

Selection Committee (SELCOM)

• Meeting Minutes (032023)

• Meeting Minutes (122022)

• Meeting Minutes (062022)

• Meeting Minutes (032022)

• Meeting Minutes (102021)

• Meeting Minutes (082021)

• Meeting Minutes (072021)

• Meeting Minutes (032021)

• Meeting Minutes (112020)

• Meeting Minutes (072020)

• Meeting Minutes (062020)

• Meeting Minutes (042020)

• Meeting Minutes (032020)

• SELCOM CHARTER