1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.

What we do

Five capabilities, one account. Everything below is available to Ausbiz Capital clients. You decide how much of it you use, and you approve every trade.

Model Portfolios

Three backtested ASX momentum strategies with clear weekly buy and sell alerts, built on 25 years of quant momentum research. You place every trade yourself, or ask us to place any trade for you, each one on your specific instruction.

Nothing is managed on your behalf. Your money stays in your name, in your own account, and no trade happens without your approval.

Your money never leaves your name.

We send the signals. You place the trades yourself, or we place each trade on your specific instruction. Nothing moves without your approval.

First month free. Then $110 a month including GST on an annual plan, or $125 a month with no lock-in. Free for Ausbiz Capital account holders.

The weekly rhythm
01Sunday evening. Every holding is re-tested against the momentum signals and the risk rules.
02Monday, by 7:30am. If anything changes, buy and sell alerts go out by SMS and email.
03Your call. Place the trades through your own broker or ours, or instruct us to place them for you, trade by trade.

Growth

Early-stage companies with strong momentum, paired with rules designed to limit losses through volatility.

All Ordinaries, ex ASX 200Suits longer horizons and higher risk tolerance

Balanced

ASX 200 companies selected for price momentum, with exposure adjusted dynamically through downturns.

S&P/ASX 200Suits growth across a full market cycle

Income

High-yield ASX 200 names filtered on fundamentals and technicals, targeting above-market yield.

High-yield S&P/ASX 200Suits income investors and SMSFs

*Strategies are backtested against 25 years of historical data. Past performance is not a reliable indicator of future performance. General advice only; every trade is placed on your instruction.

Wholesale & Pre-IPO Deals

Curated placements, pre-IPO rounds and private market opportunities, researched and screened before they reach you. Deals are sourced through relationships our team has built over decades in Australian markets, and each one is carefully evaluated before it is listed.

When a deal is live you receive the offer documents, the terms, the timetable and our own read on the risks, together in one place, so you can weigh the offer properly.

Carefully evaluated before it reaches you.

Most of what crosses our desk is never listed. Screening out the deals that do not stack up is the work, not a formality.

Wholesale eligibility applies to most deals. Wholesale investments carry higher risk, are often illiquid and may not suit every investor.

  • ASX placements and secondary raisings as they come to market
  • Pre-IPO rounds with full offer documents and our written assessment
  • Private market opportunities not available through retail platforms
  • Allocation handled through your Ausbiz Capital account
How a deal reaches you
01Sourced. Brokers, issuers and corporate advisers bring raisings to us before they are public.
02Screened. We assess the business, the terms, the register and the reason capital is being raised.
03Offered. Eligible clients are notified with the documents and terms, and choose whether to participate.

Share Trading (AU + International)

Self-serve local and international share trading with competitive brokerage, from the same account as everything else you do with us. Trade the ASX and major international markets without juggling platforms.

Prefer not to click buttons? Tell us what you want and we will place the orders, confirming each one back to you. Either way the account, the holdings and the decisions stay yours.

Trade it yourself, or say the word.

Self-serve when you want it, phone and email when you do not. The decision is yours either way; we never trade without your instruction.

Brokerage and other fees apply and are disclosed before you trade. Share trading carries risk, including loss of capital; international shares also carry currency risk.

  • ASX and international share trading from one account
  • Competitive brokerage, set out before you trade
  • Phone and email orders when you would rather not self-serve
  • Holdings reported alongside the rest of your portfolio
How orders work
01Self-serve. Place your own orders across local and international markets whenever it suits you.
02Or instruct us. Tell us the order you want and we place it for you, confirmed back to you.
03Settled in your name. Trades settle into your own account and report beside your other holdings.

Managed Funds & Alternatives

One account access to retail and wholesale managers: income funds, private credit, private equity and global alternatives that most retail platforms never list.

We set out what each fund is designed to do, its fees and costs, and its withdrawal terms, including how long your money could be tied up, then leave the decision with you. Holdings report alongside the rest of your portfolio.

Retail platforms show you a fraction of the market.

Through one account you can reach retail and wholesale managers alike, including private credit, hedge and private market strategies that never make it onto mainstream menus.

Some strategies are open to wholesale clients only. Managed funds carry risk, including loss of capital. Read the PDS and TMD before deciding.

Strategies you can access
Private creditDirect lending, asset-backed and corporate loan funds targeting regular income at a premium to cash.
Hedge and absolute returnLong-short, market-neutral and macro managers aiming for returns that do not track the index.
Income fundsDiversified credit, bond and high-yield strategies built around a regular distribution.
Australian equitiesActive large, mid and small-cap managers, including high-conviction and ex-20 mandates.
Global equitiesDeveloped, emerging and thematic managers for exposure the ASX cannot give you.
Property and infrastructureListed and unlisted trusts across commercial property, essential assets and real assets.
Private equity and ventureClosed-end funds investing in unlisted companies, with long horizons and capital calls.
Multi-assetDiversified portfolios that spread the allocation decision across asset classes for you.

Fixed Interest & Income

Income-focused notes, credit funds and term products to balance the growth side of your portfolio. Term, ranking, security and yield spelled out plainly before you commit a dollar.

Yield never appears on its own. Alongside every rate we summarise the term, the ranking in the capital structure and the security behind it, taken straight from the offer documents, so you can weigh the return against the risk.

Yield is never shown on its own.

Term, ranking and security sit beside every rate, because those are what decide whether the rate is worth taking.

Fixed interest is not a deposit product. Returns are not guaranteed and capital may be lost. Always read the offer documents before deciding.

  • Corporate notes, credit funds and term products
  • Term, ranking and security explained in plain English
  • Income timing mapped against the rest of your holdings
  • Wholesale credit opportunities where you qualify
What you see before investing
01The structure. Who is borrowing, what for, and where you stand in the repayment order.
02The term. Maturity, call dates, and whether you can exit early.
03The income. How and when interest is paid, and whether the rate is fixed or floating.

*Some products are available only to wholesale investors as defined under section 708 of the Corporations Act.

One account. Every opportunity. Your call.

Open an account to see the full opportunity set, or talk to the team about how it works. No cost to hold, no obligation, and no one making decisions on your behalf.

Talk To Us Directly
Sydney · 9am to 5pm, Monday to Friday AEST

General advice only. Consider whether it is appropriate for your objectives, financial situation and needs before acting.

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