Accountants

If you’re an accountant that doesn’t hold an AFSL, or simply doesn’t offer investment advice, we can help you fill that gap.

Here’s a few great reasons to work with Balance Impact:

  • We’re a professional investment adviser fully licensed under an AFSL and can provide Managed Discretionary Account services.
  • We specialise in investment advice for Self-Managed Super Funds
  • Our online Model Portfolios are quick and easy to set-up
  • We charge fixed prices, not percentage-based fees.
  • We’re affordable, particularly for larger balances as our maximum fee caps out at $55 a month.
  • We provide¬†quarterly performance reports, annual social impact reports and annual tax information
  • Clients can monitor their investment performance online any time

If you would like more information about how we can work with your accounting practice, please contact us.

 

START INVESTING TODAY

HOW IT WORKS

1

Tell us

We'll get to know you, your investment goals and the good things you care about

2

Review our recommendation

We'll recommend a socially responsible investment portfolio just for you

3

Start investing!

Open your investment account online, in just 10 minutes. It's that easy!

I want to make my savings matter.

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Balance Impact 1 Bligh Street Sydney, NSW, 2000 info@balanceimpact.com 02 8226 8596 Balance Impact (ABN 54 608 605 296) is the trading name of Touchstone Capital Pty Ltd, a Corporate Authorised Representative (No.xxxxxx) of SIRA Group Pty Ltd (AFSL: 278423).


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