icon-automated-data_white-2 Automated data loads

Transaction data from Australia's leading banks can be automatically uploaded into SuperMate.

  • Adelaide Bank
  • American Express
  • AMP Bank
  • Anglican Financial Services
  • Anglican Investment & Development Fund
  • ANZ
  • ANZ Commercial Credit Cards
  • ANZ Credit Cards
  • ANZ V2 PLUS
  • Arab Bank Australia
  • Armidale Diocesan Investment Group (ADIG)
  • Australian Money Market
  • B & E
  • Bank of Melbourne
  • Bank of Queensland
  • Bank of Sydney
  • Bankmecu
  • BankSA
  • Bankwest
  • Bankwest Cash Management Account
  • Bankwest Credit Cards
  • Bartercard Australia
  • BCU Community Credit Union
  • BDCU (Berrima District Credit Union)
  • Bendigo Bank
  • Beyond Bank Australia
  • BOQ Specialist Bank
  • BOQ Specialist Bank - Credit Cards
  • Poken Hill Community Credit Union
  • BT Financial Group Wrap Service
  • BT Financial Group Wrap Service - only cash transactions
  • Cairns Penny
  • Catholic Development Fund
  • Central Murray Credit Union
  • Central West Credit Union
  • Coastline Credit Union
  • Commonwealth Bank Australia
  • Commonwealth Bank Credit Cards
  • Commsec Adviser Services
  • Country First Credit Union
  • Credit Union SA
  • CUA (Credit Union Australia)
  • DDH Graham Limited
  • Delphi Bank
  • Devondale Murray Goulburn
  • Dnister Ukrainian Credit Co-operative
  • ECU (Electricity Credit Union)
  • Elders Rural Services
  • Family First Credit Union
  • FCCS Credit Union
  • First Choice Credit Union
  • First Option Credit Union
  • Fonterra Australia
  • G&C Mutual Bank
  • Goulburn Murray Credit Union Co-Operative
  • Greater Building Society
  • Heritage Bank
  • Holiday Coast Credit Union
  • Horizon Credit Union
  • HSBC
  • Hume Building Society
  • IMB (Illawarra Mutual Building Society)
  • Macarthur Credit Union
  • Macquarie Bank
  • Macquarie Credit Union Limited
  • Macquarie Investment Management
  • Macquarie Wrap
  • Maritime Mining & Power Credit Union
  • MyState
  • National Australia Bank
  • National Australia Bank Credit Cards
  • Newcastle Permanent Building Society
  • Northern Beaches Credit Union
  • Northern Inland Credit Union
  • Orange Credit Union
  • Ord Minnett
  • P&N Bank
  • People's Choice Credit Union
  • Private Portfolio Managers
  • Quay Credit Union
  • Queensland Country Credit Union
  • Rabobank
  • Rural Bank
  • Rural Finance
  • SCU (Sydney Credit Union)
  • South West Credit
  • South West Slopes Credit Union
  • Southern Cross Credit Union
  • St. George Bank
  • St. George Bank Credit Cards
  • Summerland Credit Union
  • Suncorp Bank
  • Sutherland Credit Union
  • Swan Hill Credit Union
  • The Capricornian
  • The Community Mutual Group - Hunter, New England and Orana Mutual
  • The Mutual - Maitland Mutual Building Society
  • The Rock Building Society
  • TIO (Territory Insurance Office)
  • Warwick Credit Union
  • WAW Credit Union
  • Westpac
  • Westpac Credit Cards
  • Wide Bay Australia
  • Acuity Portfolio Service Wrap
  • AdviceLink Wrap
  • AMP North Platform
  • AMP Personal Portfolio Service (PPS)
  • ANZ Grow Wrap
  • ANZ Private Grow Wrap
  • ANZ Private Wealth Portfolio Wrap
  • Asgard Wrap
  • Assemble Wrap
  • Asset Manager Wrap
  • AssetChoice Wrap
  • AssetLink Wrap
  • Australian Unity Focus Wrap
  • Australian Unity Portfolio Service Wrap
  • Bridgeport AFS
  • BT Compact Wrap
  • BT Foundation Portfolio Wrap
  • BT Investor Wrap
  • BT Panorama Service
  • BT Platinum Wealth Wrap
  • BT Portfolio Wrap+
  • BT Private Wrap+
  • BT Select Administrator Wrap
  • BT Select Portfolio Wrap
  • BT Wrap
  • Capital Partners
  • CitiChoice Wrap
  • Commonwealth Private Ltd
  • C-wrap Wrap
  • Definitive Wrap Solution
  • Dominion
  • FinHQ Administration Service Wrap
  • FinHQ Portfolio Service Wrap
  • Fortnum Advice Wrap
  • FSP
  • FuturePlus Premium Wrap
  • Grant Thornton Portfolio Service Wrap
  • Grove Portfolio Online
  • Grow Wrap
  • Innate Portfolio Investment Wrap
  • Investor Portfolio Service Wrap
  • IOOF Investment Management Limited
  • M Wrap
  • Macquarie Equity Portfolio Service
  • Macquarie Fixed Income
  • Macquarie Premium Portfolio Service
  • Macquarie Private Bank Manager
  • Macquarie Private Portfolio Management
  • Macquarie Vision
  • Macquarie Wholesale Connections
  • Macquarie Wrap Solutions
  • Matrix
  • Mentor
  • Merit Wealth Wrap
  • Money Management Service Wrap
  • Mortgage Choice Financial Planning
  • MX Wrap
  • mya Wrap
  • Netwealth
  • Optimus Wrap
  • Ozplan Wrap
  • Paterson Securities Limited
  • Perks Financial Management
  • Perks Macquarie Portfolio Manager
  • Perpetual Private Wrap
  • Personal Portfolio Online Wrap
  • platform² Wrap
  • Portfolio Administrator Investment Wrap
  • Portfolio One
  • Portfolio Plus+ Wrap
  • Portfolio Preference Wrap
  • Portfolio Solutions Wrap
  • PortfolioEssentials Wrap
  • Praemium
  • PreAssemble Wrap
  • Premier Wealth Wrap
  • Premium Online
  • Principle Wealth Wrap
  • Ratesetter Lending
  • Select Wrap+
  • Strategic Solutions Wrap
  • StrategyOne Wrap
  • Suncorp Easy Invest
  • SWMS Wrap
  • Symes Warne and Associates
  • The Private Client Service Wrap
  • The Private Wealth Service Wrap
  • TotalView Wrap
  • Vauraus Wrap
  • Voyage
  • wealth e-account Wrap
  • Wealth Manager Wrap
  • Wealthtrac
  • William Buck Portfolio Service Wrap
  • Alto Capital
  • Amscott
  • ANZ Share Investing
  • Anziex Limited
  • APP Securities Pty Ltd
  • Argonaut Securities Pty Ltd
  • ASB Securities
  • Austock Securities Limited
  • Australian Investment Exchange Limited
  • Australian Money Market (AMM)
  • Baillieu Stockbroking Ltd
  • Baker Young Stockbrokers Limited
  • BBY Limited
  • Bell Direct
  • Bell Potter Online
  • Bell Potter Securities Limited
  • Bennelong Wealth Partners
  • Bespoke Portfolio Pty Ltd
  • BGF Equities
  • Bridges Financial Services Pty Ltd
  • BT Margin Lending
  • Burrell Stockbroking Pty Limited
  • Cameron Stockbrokers Limited
  • Canaccord Genuity (Australia) Limited
  • CCZ Statton Equities Pty Limited
  • CMC Markets Stockbroking Limited
  • Commsec Securities
  • Commsec Adviser Services
  • Count Financial Ltd
  • Craig Investment Partners
  • Comwell
  • Daish & Co
  • Directbroking
  • DJ Carmichael Pty Limited
  • Desktop Broker
  • Entrust Private Wealth Management Pty Ltd
  • Equity & Super
  • Euroz Securities Limited
  • Evans and Partners Pty Ltd
  • Foster Stockbroking
  • FW Holst & Co Pty Ltd
  • Genesys Wealth Solutions
  • JBWere Limited
  • Joseph Palmer
  • Lonsec Limited
  • Macquarie Private Wealth
  • Macquarie Direct Trade
  • Macquarie Private Wealth - NZ
  • Martin Place Securities
  • Merrill Lynch
  • Morrison Securities Pty Limited
  • Morgans Ltd
  • Morgan Stanley
  • NAB Online Trading
  • netwealth Share Trading
  • Novus Capital
  • Openmarkets Australia Limited
  • Ord Minnett Limited
  • Parker Asset Management
  • Patersons Securities Limited
  • Phillip Capital Limited
  • Prescott Securities Limited
  • Professional Investment Services
  • Rivkin Securities
  • Sentinel Financial Group Pty Ltd
  • Shadforths Limited
  • Shaw Stockbroking Limited
  • Somers & Partners Pty Ltd
  • State One Stockbroking Limited - Amscot Discount Stockbroking
  • St George Direct Shares
  • Stonebridge Securities Limited
  • Taylor Collison Limited
  • THI Desktop Broker
  • Triple C Consulting Pty Ltd
  • UBS Wealth Management Australia Ltd
  • Viridian Advisory Pty Ltd
  • Westpac Broking
  • Wilson HTM Ltd
  • William Shaw Securities
  • ZURICH Securities

There are several services available for automatic upload to SuperMate, if required.

SuperConcepts Asset Allocation Service  Retrieve and load asset allocations for managed fund from Morningstar on a daily basis. 
SuperConcepts Assets Load Service  Retrieve and load a comprehensive list of ASX listed assets for use in the SuperMate Master Chart of Accounts. This is a free service that does not require a subscription. 
SuperConcepts Corporate Actions Service  Retrieve and load details of most known corporate actions directly from ASX and Morningstar feeds into the Corporate Action Library. 
SuperConcepts Price Load Service  ASX equities and Morningstar managed fund price feeds. 
Revenue Tax Component Load Service  Retrieve and load revenue tax component information into SuperMate via an xml file. The xml file contains all the revenue fields that can be manually input on the Revenue Component Sweep.