Data Feeds
Date feeds can reduce SMSF processing time, help you track contribution history, pension minimum withdrawals, and monitor your investment performance, etc.
We support the data feeds from the following banks, platforms and broker accounts:
Banks
- Adelaide Bank – Bank Data
- ANZ – Bank Data
- Bank of Melbourne – Bank Data
- Bank of Queensland – Bank Data
- Bank of South Australia – Bank Data
- Bendigo Bank – Bank Data
- Commonwealth Bank – Bank Data
- DDH Graham – Bank Data
- HSBC – Bank Data
- Hume Bank – Bank Data
- Macquarie Bank – Bank Data
- Macquarie Bank Feed Services Overview
- Macquarie Cash ESI Feed
- National Australia Bank – Bank Data
- Rabobank
- Sandhurst Trustees – Bank Data
- St. George – Bank Data
- The Bank Data Pack
- Westpac – Bank Data
Platforms, Broker Accounts and Wraps:
- Selfwealth – Wrap Feed
- WealthO2 – Wrap Feed
- Adviser Management
- AdviserNET (Asgard)
- AUSIEX
- Australian Money Market (AMM)
- Bell Potter Equity Lever Feed
- BGL Excel (XML) Import
- BGL Excel (XML) Import – Wrap Splitting
- BT Panorama
- BT Panorama Integration
- BT Wrap
- CFS FirstChoice
- CFS Wrap
- CGF Accolade
- CoinJar
- Cointree
- CommSec
- Distributions and tax components
- DNR Capital – Wrap Feed
- DomaCom – Wrap Feed
- Evans and Partners Wrap Feed
- Export Data to IRESS
- Holding Accounts Report
- Hub24
- Importing Tax Data through BT Panorama Wrap
- IOOF
- IOOF Group
- LGT Crestone Wealth Management
- Macquarie Equity Lever
- Macquarie Wrap
- Mason Stevens Wrap Feed
- MLC
- Morgans Wealth+
- Netwealth
- Ord Minnett Feed
- Politis Investment Strategies
- Praemium
- Private Portfolio Managers (PPM) – Wrap Feed
- Removing an Investment from the Balance Review Screen
- Rush Gold
- Summary of Supported Wraps & Investment Platforms
- Syla
- What to do when investments allocated to duplicated accounts in wraps and platforms?
- Wrap Feed has created duplicate accounts?
- Wrap Feed Setup – Account Mapping
- Wraps and Platforms – Data is not coming through.
- XPlan
- Xplore Wealth (IAS)
- Xplore Wrap
Additional charges may apply for the data feeds. Please contact us for more details.