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Seamless SMSF administration
Online brokingWelcome to a new way to manage your SMSF.
In an industry-first partnership, Stock Doctor, Bell Direct and Prime Financial are joining forces, aligning our three market leading platforms to offer one integrated solution, tailored for SMSFs.
The reality for many self-directed investors is that they are using a range of tools and platforms to manage their SMSF. In most cases, these tools do not interact with each other.
For the first time, we are bringing together a suite of professional-grade tools that will empower SMSF trustees with access to best-in-class research, portfolio management, administration and execution – all in one place.
About the partnership Video duration: 3m 7s
For over two decades we have helped self-directed investors achieve their long term financial goals. Our mission is to help every investor be successful over the long term with control and confidence.
In Bell Direct and Prime Financial, we have found two partners that come with the same beliefs, values and genuine commitment to helping investors.
SMSF trustees can access an integrated suite of tools to build and manage their portfolio; identify and execute investment decisions; and monitor everything in real time, with all the paperwork taken care of.
Together we are offering an holistic, client centric, expert-lead solution, allowing you to:
*The promotion is not valid for cash or cash equivalent and is non-transferable. Cannot be combined with other offers, discounts or promotions. Promotions may be subject to availability. All monetary amounts specified in these terms and conditions are in Australian dollars (AUD). All pricing excludes GST. To redeem this promotion during the promotional period, you must complete the form submission included in the communication or landing page. Stock Doctor, Bell Direct and Prime reserves the right to modify or amend this promotion and cancel or suspend the promotion without prior notice. By completing the form or attempting to participate in this promotion, you agree to accept and be bound by these terms and conditions from Stock Doctor, Bell Direct and Prime Financial. The promotion from Bell Direct starts on Friday 27th October at 9:00 am AEDT and ends on Thursday 7th December at 5:00 pm AEDT. The promotion from Prime starts on Friday 27th October at 9:00 am AEDT and ends on Thursday 7th December at 5:00 pm AEDT. The promotional includes from Stock Doctor: 30-day complimentary membership to Stock Doctor. Promotion starts on Friday 27th Oct 2023 at 9:00 am AEDT and ends on Sunday 24th December at 5:00 pm AEDT and $200.00 AUD discount on new members joining Stock Doctor. Promotion starts on Friday 27th Oct 2023 at 9:00 am AEDT and ends on Sunday 24th March 2024 at 5:00 pm AEDT.
#Testimonials are provided by third parties for information purposes only and are not intended, and should not be taken to be financial product advice. Please refer to “Terms of Use”, “Important Information”, Terms and Conditions and The Privacy Policy Guide for Stock Doctor, Bell Direct and Prime for more information.
Important Information: Lincoln Indicators Pty Limited (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. This communication may contain general financial product advice or forward-looking statements regarding our intent, belief or current expectations with respect to the market conditions. Caution is advised in placing undue reliance on these forward-looking statements, as our advice has been prepared without taking account of your personal circumstances. Therefore, you should consider its appropriateness, in light of your objectives, financial situation and needs, before acting on it. Before acting on any advice, you should consider the appropriateness of the advice, and we recommend you obtain financial, legal and taxation advice before making a decision. Please refer to our Financial Services Guide (FSG) for more information at Lincoln Indicators Pty Ltd. If our advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Product Disclosure Statement (PDS) at Lincoln Indicators Pty Ltd before making any decision.
The Bell Direct service is provided by Third Party Platform Pty Limited trading as “Bell Direct” (ABN 74 121 227 905) an Australian Financial Services licensee (AFSL 314341) a Participant of the ASX Limited Group and a Trading Participant of Cboe Australia. Bell Direct does not provide investment advice. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available on Bell Direct .
This information has been prepared by Primestock Securities Limited ABN 67 089 676 068, AFSL 239180 (‘Prime’). Prime accepts no obligation to correct or update the information or opinions in it. This information does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider whether it is appropriate to your situation. It is recommended that you obtain financial, legal and taxation advice before making any financial investment decision. Prime is bound by the Australian Privacy Principles for the handling of personal information. Privacy Policy | Financial Services Guide.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.
