Land Rover BAR
As official partner of Land Rover BAR we’re backing Sir Ben Ainslie’s team to bring the America’s Cup home.
Stockbroking investment products
Choose from a wide range of investment options, each with their own features and benefits, to help diversify your portfolio.
ASX listed securities
Choose from an extensive selection of Australian Shares with over 2,200 companies listed on the ASX. Covering most sectors of the Australian economy including financial services, industrials and healthcare.
SSX listed securities
As the first accredited broker to offer shares through the Sydney Stock Exchange Limited (SSX), CMC Markets Stockbroking clients have the opportunity to invest in growth-oriented companies across Australia and Asia. Trading SSX shares is limited to phone trading.
View our SSX FAQs for more information.
Warrants
Warrants give investors an alternative way to borrow to invest in some of Australia’s leading companies and a variety of other underlying assets, such as, indices, currencies, commodities and listed managed investments.
They may take the form of investment warrants (longer term) or trading or speculative warrants (generally short term). Warrants are listed and traded on the ASX.
You must also sign and return a warrant client agreement form before your account will be enabled for warrant trading. View more information on warrants and relevant forms.
mFunds
As a foundation member of the mFund Settlement Service – CMC Markets Stockbroking offers direct access to invest in unlisted managed funds quickly and conveniently, through our award-winning platforms. Access a range of asset classes and market sectors – without the paperwork burden usually associated with investing in unlisted managed funds.
Learn more about mFunds or view our mFunds FAQs
Why invest in mFunds?
- Transparent and efficient portfolio
- Diversify your portfolio
- Save time
- Easier and familiar transaction and administration
What’s the difference between our standard and pro platforms?
Exchange Traded Funds (ETFs)
CMC Markets Stockbroking supports the full range of ETF providers in Australia listed on the ASX. There are many different types of ETF the most common ones track an index, portfolio of stocks or bonds, there are also variants known as Exchange Traded Commodities (ETCs) that track the physical price of a commodity such as gold. Just like shares all ETFs listed on the ASX provide investors with the flexibility to buy and sell units at any time during the ASX trading hours.
- Unlike managed funds, ETFs do not have minimum holding periods or early withdrawal fees.
- ETFs hold the underlying securities in a trust separately with a custodian.
- Listed on the ASX - Just like shares, ETFs can be bought and sold, and also be traded through gearing facilities such as a margin loan or CFDs.
- Easy diversification - get exposure to an entire market, country or region with one trade.
- ETFs are a cost-effective investment product – it only takes one transaction to purchase a fully diversified index. The cost of investing in ETFs generally attracts lower fees (Management Expense Ratio) than investing in actively managed equity funds, and even some equity index funds. Low minimum initial investment of $500.
- ETFs, particularly index funds, aim to disclose their holdings regularly so you can see exactly what you hold in your portfolio.
- Currency risk - Investing in ETFs with an international focus exposes your capital to currency risk as well as local equity returns.
- Liquidity - Liquidity varies from ETF to ETF and influences the buy/sell spread (or cost) you’ll encounter when trying to trade.
Options
Options give active investors the flexibility and ability to protect, grow or diversify their position. With a number of strategies and jargon, options can appear complex however all options strategies work on the same principle. Options allow you to ‘lock in’ a future buy or sell price for an underlying security. The set price you agree on won’t change and it’s this fixed element that smart investors rely on. Learn more about options.
Options can be traded over the phone with our dealing team or alternatively on the webIRESS platform. View all forms for options accounts here.
Funding options
Did you know there are two ways you can choose to fund your trades?
- Open a CMC Markets Cash Account, which is held with Bankwest and managed by us on your behalf.
- Gear your share trading with a linked margin loan from Leveraged, Suncorp or St. George.
Managed funds
Managed funds are professionally managed pools of funds invested in various asset classes including shares, property and cash. You can purchase units in these funds, and the value of these units changes depending on the value of the fund as a whole.
Minimum initial investments range from $1,000 to $5,000, dependent on the specific fund. For full details, you need to refer to the product disclosure statement (PDS) issued by each fund manager.
Entry fees rebated
Whilst you could go direct to a fund manager, if you apply through us any entry fees payable on our preferred managed fund managers will be rebated.
To apply – select from our preferred fund managers listed and complete the application form in their PDS. Send your completed application and if you’re not a client already, a copy of your certified identification.
Preferred fund managers
BT Financial Group PDS
Clime Australian Value Fund PDS
Colonial First State PDS
Hunter Hall Application Form
Hunter Hall Australian Value Trust PDS
Hunter Hall Global Deep Green Trust PDS
Hunter Hall Global Equities Trust PDS
Hunter Hall Supplementary PDS
Hunter Hall Value Growth Trust PDS
Listed Investment Companies (LICs)
Operating much like managed funds or exchange traded funds (ETFs), Listed Investment Companies (LICs) invest in a diverse and professionally managed portfolio of Australian and international assets such as shares, property and interest-bearing deposits.
Although LICs offer similar exposure to assets available through many unlisted managed funds, they are generally more transparent as they must comply with the stock exchange’s corporate governance and reporting requirements.
As closed-ended vehicles, investors must buy and sell existing shares in order to join and leave funds. This closed-ended structure enables the fund manager to concentrate on selecting investments without having to factor in money coming into or leaving the fund, enabling them to take a long-term approach to investing.
Most LICs usually distribute their income by way of fully franked dividends to minimise tax and produce regular income.
LICs are ideal for investors wanting to achieve market diversification or who many not have the expertise or inclination to invest directly in other ASX listed companies.
Interest rate securities and bonds
Investors looking to receive a steady stream of income often only consider bank term deposits. However, bonds (or Interest Rate Securities a type of ‘debt security’) traded on ASX can present an attractive alternative.
Bonds generally provide greater certainty on their income stream and return of capital, unlike equities. The regular interest income and principal repayments of bonds at maturity can provide a greater level of security for retirees or others (SMSFs).
There are three types of bonds quoted on ASX. They can be broadly classified into the type of interest they pay (fixed, floating or indexed), and can be split into categories based on the issuer (government or corporate).
ASX has produced a handy booklet – Understanding Bonds that you should read before investing in this asset class.
What’s the difference between our standard and pro platforms?
IPOs and placements
Access the primary market with traditional and ASX BookBuild IPOs and placements.
Until recently, clients of online brokers were rarely able to participate in initial public offerings (IPOs) or other capital raisings (placements). CMC Markets Stockbroking offers access to floats via both the traditional ‘broker firm offer’ or the latest ASX On-Market BookBuild facility.
An initiative from ASX and OnMarket BookBuilds, ASX BookBuild is a capital raising facility that provides an alternative method for pricing and allocating new securities for IPOs, Placements and the sale of Renounced Rights.
CMC Markets Stockbroking enables both our wholesale and retail clients to participate in ASX BookBuild transactions through an existing CHESS Sponsored trading account, providing the appropriate documentation is on file and eligibility* requirements have been met.
Eligibility criteria
- Account - have a CMC Markets CHESS Sponsored Stockbroking Account
- Client Agreement - Complete, sign and return the CMC Markets ASX BOOKBUILD Client Agreement Form
- Qualification - to determine whether you meet eligibility requirements to participate in the Offer as required by CMC Markets or applicable laws. View the requirements for Placements, or the Sale of Renounced Rights. Anyone may participate in an IPO provided you meet the other two requirements .
CMC Markets Stockbroking participates in most major retail IPOs. If you have any questions regarding a specific IPO please contact our dealing desk on 1300 136 323 or email ipo@cmcmarkets.com.au
International markets
With CMC Markets Stockbroking you’ll have access to both domestic and international markets. You can access the international market through a variety of investment options, including:
- SSX listed securities
- mFunds
- Exchange Traded Funds (ETFs)
- Options
- Listed Investment Companies (LICs)
- CFDs
You might also be interested in:
Frequent Trader Program
Check out what benefits you'll receive with your share trading activity.
Funding options
Learn how you can fund your trades with individually-held electronic funds or a linked margin loan.
CFD Trading
Access 10,000 products with competitive spreads and low margins.
Open a stockbroking account
Access our full range of stockbroking products, share trading tools and features.
Sell your shares only
Use our one-off sale service to sell your issuer-sponsored shares.
NSW Waratahs
We’re proud to support Super Rugby giants the NSW Waratahs, one of Australia’s most iconic teams.