Safe, secure and in control

• Security of personal information and transactions is of the utmost importance to Income Asset Management. We store everything on a remote server with bank-level security and data encryption.
• No fees are paid by you to Income Asset Management.
• Your money goes directly from you to your chosen provider and is never held by us.
• There is always transparency with your investments.
• Access to a wide range of banks and financial institutions you know and trust.
• Receive limited interest rate offers through the Income Asset Management online marketplace.
• Diversify your portfolio with a larger range of defensive assets.
• Streamlined switching of term deposits upon maturity to a new rate with a different term deposit provider.

What we do
Online cash management platform streamlining the process of investing in term deposits and at call accounts, saving time and helping to earn a higher yield for your clients.

• Offer a range of term deposit investments from leading banks and financial institutions
• Enable access to limited interest rate offers
• Providing the latest security standards and technologies to ensure privacy of personal information
• Non-affiliated with any financial institution
• Australian owned and operated, find out more about us and our story

How it works
Provide an outstanding client experience through investing, reviewing, and switching term deposits and at call accounts with a secure cash management platform.

• Online setup and verification for your client and their self-managed super fund, company, or other entity
• Research rates and invest with a few clicks
• Switching institutions simplified without additional KYC
• Application process managed on your behalf to reduce your paperwork and save you time
• Direct debits where possible or funds transfer directly by the client
• Income Asset Management is paid directly by the banks with no fees payable by you or your client