Investments

Navigator Cash Service

• highest security rating from Standard and Poor's for a cash management trust (AAAm)
• quick and easy access to money
• direct deposit from salary and other income (dividends, annuity)
• invests in the Macquarie Cash Management Trust - Australia's oldest and one of the largest Cash Management Trusts in Australia
  

Easy access to funds

• automatic settlement for share transactions through Navigator Share Service
• over the phone
• via the internet
• Bpay
• optional chequebook facility
• direct debit and periodic payments can also be arranged

Monitoring and reporting

• 24 hour internet access is available for your clients to monitor their balance
• A detailed list of all transactions relating to the Navigator Cash Service transactions are provided by Macquarie on a quarterly basis with Navigator Cash Service account balances appearing on your clients' consolidated Navigator statements

Navigator Share Service  

The Navigator Share Service provides your clients with direct exposure to the Australian sharemarket, with all the benefits of investing through Navigator. Access to leading stockbrokers 

Navigator Share Service provides access to Australia's leading stockbrokers:

• ABN AMRO Morgans
• Bell Potter Securities Limited
• JB Were
• Macquarie Equities Limited
• Salomon Smith Barney

You can elect to choose the service of one or more of these brokers to assist with your clients' share transactions.

Margin lending 

• Navigator has partners offering you this service
• shares that are purchased are included in your client's portfolio reports and statements

Settlement 

The Navigator Cash Service provides automated settlement for those who use our Navigator Share Service. Your clients can choose to deposit the proceeds of share transactions and dividends here.

Take advantage of:

• competitive returns
• Bpay
• optional chequebooks
• phone banking

Transferring existing shares 

• existing shares can be transferred, at no cost into the Navigator Share Service
• information relating to historical transactions associated with these securities can be included on the Navigator records and used for future reporting (There may be a holding charge for this service)

Monitoring and reporting 

• 24 hour internet access is available to monitor your clients' portfolios
• you receive a simple, easy to understand statement that lists all information relating to all securities administered by Navigator, including dividends and capital gains/losses on share transactions