Advising

Platforms and Margin Lenders

Platform availability for XTBs

XTBs are available on a range of platforms – Wraps, SMAs and MDAs. If there is a platform that does not make XTBs available, please contact us so we may assist in obtaining approval.

A range of Model Portfolios and SMAs now include XTBs within their investment strategies.

Platform Platform Name Investment Super / Retail Super / Pension Managed Portfolio or
Model Portfolios available
 AMG SUPER AMG Super N/A Yes
 AMP North Online Yes  Yes¹
 ASGARD ASGARD Wrap Yes
 BT BT Wrap Yes
 COLONIAL FIRST STATE CFS First Wrap Yes
 HUB24 HUB24 Yes Yes

Yes – View portfolios

 LINEAR Linear Yes Yes
 MA OPERATOR MA Operator Yes N/A Yes – View portfolios
 MACQUARIE Macquarie Wrap Yes TBC²

Yes – View portfolios

 MANAGED ACCOUNTS Managed Accounts Yes On request²
 MASON STEVENS Mason Stevens Yes Yes
 NETWEALTH netwealth Yes Yes
 ONEVUE Onevue Yes Yes
 PRAEMIUM
Praemium Yes Yes

Yes – View portfolios

 POWERWRAP Powerwrap Yes Yes
 SENTINEL Sentinel-Select Yes Yes (via AMG Super)
¹ Only available for XTBs which have an underlying bond with an Investment Grade credit rating
² Currently under review

 

Margin Lenders: XTBs as eligible collateral

XTBs are available on the following margin lending platform:

Margin Lender Margin Lender Name Approved Investments
 NAB NAB Margin Lending View list and security ratio

Contact us

T: 1800 995 993

E: advisers@xtbs.com.au

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