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» Guidelines on Membership

You may determine your own criteria and select the membership level that best suits you. The membership options shown below provide a guide to typical member profiles and below that is a list of the features applicable for each membership level. Take a moment to review the features listed, you will then be able to assess which of the membership options best suits your requirements.

Subscriptions are valid for 12 months. Fees are shown in Australian dollars (A$) and include GST. Members may change their membership (eg upgrade from Professional to Corporate) by paying the incremental value of the subscription fee.

Registered members may request a free copy of the book Get Set to Invest.
This book is a must for anyone considering investing. It's written by Ryan Love, entrepreneur, highly regarded public speaker and co-founder of Apex Partners and is ideal for anyone who is new to investing or with limited investment experience.

» Membership options

Essential - Individual investor or DIY Fund Trustee serious about managing their portfolio. Looking for investment information or related services and a peer group to share and discuss ideas - Join

Professional - Financial adviser or accountant with expertise relevant to investment, retirement savings and superannuation. Looking to enhance visibility of their practice and to engage with the investment community - Join

Corporate - Financial advisory group or boutique fund manager with specialist product or service offerings relevant to investment, retirement savings and superannuation. Looking to broaden recognition of their products or services by publishing Fact Sheets and to engage the investment community in consideration of these products or services - Join

Features Essential Professional Corporate

Information resources - Access to members’ only information (eg product or service Fact Sheets).

Engage and communicate - Use of email, messaging and blogs to engage and communicate with the investment community.

Calculators and resources - Access to superannuation and personal finance calculators and other useful resources.

Internet address - A directly accessible Internet address for the member’s profile page.

Business profile - Publish business information including contact details and business profile.

Directory listing - Inclusion in directory of members within relevant business category (eg accountant, financial adviser etc).

Associates - Add links to business associates from member’s profile page.

Articles - Publish topical articles of interest to the investment community (preference give to Corporate members).

Fact Sheets - Publish Fact Sheets describing member’s products and services relevant to investment, retirement savings and superannuation.

Integrated search - Member’s Internet site home page integrated into the site search results.

A free copy of the book Get Set to Invest by Ryan Love.

Membership options

Essential Professional Corporate

Annual fee (GST inclusive)








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