Our products
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The two main product structures that Oasis offers are a superannuation master trust and an investor directed portfolio service (IDPS). Within these structures, we offer a comprehensive range of product features, including:
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- Investment menu that is customised to match dealer approved product listing (APL)
- Comprehensive group and integrated retail insurance offering
- Cash account used as working hub for all fees, switches etc.
- Cash account top-up default set by the adviser
- Exchange traded funds (ETFs)
- Full flexibility in relation to the management of income distributions
- Auto-rebalancing to set asset allocations
- Batch switching and re-weighting
- Margin lending (IDPS only) with options of various margin lenders
- Product PDS design and production
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Superannuation Master Trust
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Investor Directed Portfolio Service (investment wrap)
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