Adviser Centre

Sequoia Financial Group Pty Ltd

Sequoia has a range of services and investment solutions design for professional advisers such as Accountants, Financial Planners, Stockbrokers, Investment Advisers & Mortgage Brokers.

Our subsidiaries D2MX Pty Ltd, Sequoia Superannuation Pty Ltd, Bourse Data Pty Ltd and Sequoia Specialist Investments Pty Ltd offer a variety of solutions that can be tailored built to meet you and your clients needs.

We are committed to providing exceptional service, innovation and tailored solutions to professional advisers in all aspects of our business.

    • Sequoia Direct

Although Sequoia Direct does not provide direct solutions for professional advisers our sister company d2mx provides execution solutions to financial advisers, financial planners, stockbrokers, banks, building societies and other firms wanting to provide their clients online equity, option and warrant investment solutions.

Sequoia Direct is a great example of what you can build to offer a unique online trading solution for your clients.

D2MX provides seamless and cost effective third party stock broking execution solutions to AFSL holders such as financial planners, financial advisors, banks, building societies and trading educators.

D2MX has been providing white labelled trading solutions to Broker Dealers (Shadow Broker) since 2007. We assist broker dealer groups in providing a superior product to their clients by offering a wholesale broking solution and a comprehensive range of white-label products.

Our Broker Dealer team has the right combination of technologies, experience and market knowledge necessary to fuel the growth of our clients’ businesses.

With D2MX as your broker, you can streamline your business operations or expand your service offerings, while benefiting from the experience and support of our professional team.

Whats Available

White Label Solution

D2MX offers a complete white label solution which including all  client-facing documentation branded as your company.

Trading Technology

Best of breed trading technology from our software partners TradeCentre and Iress.

Global Market Access

Trade Local & International Markets.

Global Partner Strength

D2MX has a strategic relationship with Pershing Securities Australia who is our Australian 3rd party clearer for all our Australian Equity, Warrant and ETO settlement.

Service

Unlimited access to the D2MX trading desk & BDM team staffed by friendly and qualified professionals with vast expertise in both equities, ETOs & running financial service businesses.

Flexible Offering

Being an independent business we are not restricted by in-house mandates. We will settle against most Australian banks or CMA accounts along with many approved Australian Margin Lenders at no additional cost.

Reporting

Daily and monthly bespoke management reporting with direct feeds to leading industry third party software such as Xpla, IPS Portfolio, M2 Wealth, Praemium & Complii

Client Onboarding

D2MX has a dedicated transition team to take the strain out of moving your business, and to guide you each step of the way.

Our primary focus is providing execution brokerage services to financial planners and financial advisors. For more information on this service click here

Bourse Data Pty Ltd provides wholesale software licences to share trading educators, brokers, financial advisors, banks and others looking to provide their clients with an industry-leading online trading tool to assist their clients trade Australian shares, options and warrants.

The Bourse trading platforms combines the latest IRESS technology with advanced charting, market analysis & back testing tools.

In addition to cutting edge software, you will also enjoy:

Software white labelling with your company branding

A dedicated support team for you and your clients

Frequent free software updates

Attractive wholesale rates

Sequoia Superannuation Service For Mortgage Brokers, Stock Brokers, Financial Planners & Accountants

Sequoia Superannuation has many options for Mortgage Brokers, Stock Brokers, Financial Planners & Accountants. Our solution is simple. We will build a service around what you want. If branding is important for you then this can be done. If you wish to adapt our service to meet your business & clients needs this also can be done. We are here to partner with you and we understand that it is important for us to fit into your business & service model. We have a few suggestions below of what we offer however let us know what you want & we will do our best to build this for you.

Sequoia Superannuation

The easiest way to start using Sequoia Superannuation is to use our current services. This is where most Accountants, Mortgage Brokers, Stock Brokers & Financial Planners start. You can use Sequoia Superannuation current offering and promote this to your client base. This includes Sequoia Superannuation Mini & Classic offering. We also can do year end work for you as well if that is the preferred method of your client.

Co-Branded Solution

For many service providers a co-branded solution is the way to go. We often find many service base firms such as Mortgage Brokers, Stock Brokers & Financial Planners wish to co-brand our services. This solution involves adding your brand to all of our documentation including marking documentation. We can also assist you in adding a client login section to your website in order to drive traffic to your site and not ours. Again phone or email us to see how we can help you.

White Labelling

With this solution Sequoia Superannuation will customise our offering to work for you. We will adapt all our documentation, marketing materials and our online access to meet your specific needs. All documentation will be provided to you and will be tailored to include your branding. This service is fully tailored to your specific needs. Call us and we will work together to find the right solution for you. By doing this, not only will it make you look like a holistic professional service, it will keep your clients coming back to your website 24/7. In turn driving up your Google search engine optimisation (SEO), helping to create new business.

Increase Your Revenue

Add extra revenue to your business with SMSF admin margins.

Technology

Sequoia deploys market leading technology to its clients, making reporting, trading and document management a breeze.

Documents At Your Fingertips

No more searching for trust deeds or financials. All stored and accessible 24/7 from our systems.

Service

Sequoia is 100% locally serviced. No offshoring.

Our team provides prompt turnaround and technical expertise.

Time

Take back your time. Leverage Sequoia’s systems and expertise to allow you to get back time to concentrate on things that are important to you.

Main Services

Sales Team Assistance

Other than being a full service SMSF administration firm (SMSF setups, Custodian (Bare) Trusts, Ongoing accounting/administration/financials tax returns etc), we offer a full AFSL Licenced sales team to provide General Financial Advice (through our sister company Sequoia Asset Management) to your clients to help them get their SMSFs up and running, including rollovers, so they can invest as instructed/directed by you. This is a major advantage over our competitors.

We are also:

1) Available for seminars to speak about Superannuation/SMSFs or buying property with an SMSF, and are licenced to do so with our AFSL (Australian Financial Services Licence)

2) Available to write technical pieces on SMSFs/SMSF Property – that can be used to send out to your databases to attract SMSF sales.

3) Sequoia Asset Management only provides general advice, so if you have a lead that is keen to buy/implement one of your investments/strategies, we will not get in the way and provide a financial plan that puts restrictions/diversification rules on the client (Advisers that provide Full Personal Advice, not General Advice, will be required to do this and produce a Statement of Advice SOA).

4) Have an Online Lead Submission Portal so you can monitor the progress of your leads. For a free demo please ask. Once the SMSF is set up and funds roll in, we notify you to finish the purchase/implementation of your investments/strategies.

Corporate Trustee And Bare Trust (Property Trust) Establishment

A Bare Trust deed is an important legal document that ensures the proper arrangements are in place for the SMSF to borrow funds for the acquisition of the property. Sequoia Superannuation can facilitate the set up of the Bare Trust for your clients quickly and effortlessly, as well as the required corporate trustee.

Mailbox Service

In order for us to provide efficient and accurate up-to-date reporting for you & your clients SMSF Sequoia Superannuation acts as the mailbox. This way all important information is received by us fi rst and is electronically stored on your clients SMSF file.

Bookkeeping

Sequoia Superannuation reconciles your clients SMSF on a daily basis. By receiving an automated feed from your clients SMSF bank account showing all transactions such as rental income, property expenses, insurance summaries, contribution data etc we are able to provide your clients a high quality bookkeeping service that backs into our state of the art online reporting system.

Online Reporting

Sequoia Superannuation provides you the adviser access to our Adviser Portal. This portal allows you to track your clients SMSFestablishment, access key documentation, track outstanding querries and most importantly you will be able to see everything about the SMSF. This includes all SMSF details, member details, all bank transactions, investment transactions, income statements, insurance summary, contribution flows, profit and loss, balance sheet and much more.

Financials Preparation

At the end of each financial year SMSFs are required to complete, audit and lodge financials with the ATO. Through our team of dedicated accountants, Sequoia Superannuation prepares and facilitates all of this for your clients.

Auditing Services

Sequoia Superannuation will arrange the audit of your clients SMSF from a panel of auditors. All auditors are external to Sequoia Superannuation.

For further information about Sequoia Superannuation and the services offered please call us on 02 8114 2290.

Since 2010 Sequoia Specialist Investments Pty Ltd (SSI) has been building innovative investment solutions for Australian investors. SSI is now one of Australia’s leading independent Structured Investment issuers.

SSI works with investors, financial advisers & stockbrokers to develop and deliver investment solutions that meet the needs and objectives of their clients.

White Label Solution

SSI offers a complete white label solution which including all  client-facing documentation branded as your company.

Enhanced Income

Structured to provide higher yields to bond hybrids and dividends.

Growth Opportunities

Access local and international growth opportunities, depending on global market trends.

Capital Preservation

Deliver potential growth or income combined with capital preservation.

Leverage

Limited recourse lending with competitive interest rates and simple application processes.

Tailor Made

Tailor an investment to meet your clients objectives, views and timeframe requirements.

Liquid

All SSI offerings ensure the investments are highly liquid.

For details of open and past investments offerings please visit www.sequoiasi.com.au

Finance News Network (FNN) is one of the largest providers of online finance video news in Australia. It specialise in finance and business video news including up to date market reports, CEO and economist interviews, real estate news, and stock reports. Our existing clients use our content for daily market related emails & for for content for their website.

For more information on how you can obtain these reports for your website and company newsletter please contact us

Sequoia Corporate Finance is a leading Australian small and mid-market adviser. We apply our knowledge, extensive contacts, expertise and professionalism to deliver best-practice, objective advice in the following disciplines:

 

  • Public market M&A
  • Private treaty M&A
  • Equity capital markets
  • Capital management and restructuring
  • Corporate and strategic advice

Sequoia Corporate Finance’s clients include successful domestic and multi-national corporations, emerging growth companies, private equity sponsors and family-owned and entrepreneur-led businesses. We are rigorous in our working practices, ensuring compliance, confidentiality and protection of our client’s business.

Further details on our key services are as follows:

  • Public market M&A includes:
    • Advising bidders on takeovers
    • Advising joint parties on mergers and Schemes
    • Advising targets on takeover defence
  • Private treaty M&A involves:
    • Buyside advisory, including scope and analysis; strategy; negotiation; due diligence; capital management and acquisition finance
    • Divestments and confidential process, including full or partial selldown, management buyouts and private equity transactions
    • Facilitating joint ventures and strategic alliances
  • Equity capital markets transactions include
    • Initial Public Offerings
    • Backdoor Listings
    • Secondary issues
    • Market sell-downs
  • Capital management and restructuring includes
    • Debt refinance
    • Equity-linked and hybrid capital transactions
    • Restructuring minority interests and shareholder register management

Click here to visit the Sequoia Corporate Finance Website

  • Contact our BDM team

If you would like to discuss any of our offerings for professional advisers please phone 1300 363 766 or alternatively email bdm@sequoia.com.au.