Your Investment Adviser will work with you to tailor an individually customised investment strategy in order to help you achieve your long-term financial goals, while you retain control of the decision making process.
Backed by an award-winning research team, SMSF specialists and financial planners, you are able to tailor your portfolio to include Australian and International equities, managed funds, fixed interest securities, derivatives and unlisted securities, as well as personal assets.
Active Portfolio Management
With priority access to your Investment Adviser, you can seek out investment opportunities and your portfolio is tailored to your investment goals. You can keep abreast of your investments with scheduled periodic reviews with your Investment Adviser and make changes as required. Take advantage of corporate opportunities that may be unavailable to the general public, including new floats (Initial Public Offerings) and private equity offerings.
Keeping it simple
Access your investment portfolio in one clear and concise platform. View a snapshot of your portfolio and understand your tax position without having the time consuming reconciliation from multiple statements, reports and systems.
Simplify your end of year tax reporting. You receive a comprehensive suite of reports, sent quarterly and annually. Receive one report detailing your capital and cash transactions, itemised income, realised and unrealised capital gains for the period.
Manage Capital Gains Tax
The best decisions cannot be made without accurate and up-to-date information. Understanding your up-to-date capital gains tax positions allows your Investment Adviser to have a complete picture of your circumstances when advising you. Capital Gains Tax optimisation can materially affect your after-tax returns on your investments.
Taking the work out of investing
Take advantage of a comprehensive administration and record keeping service, with a full mail house facility to take care of the administration matters of your portfolio, and manage your investment correspondence as well as action your corporate actions, offers and acceptances. Forget about filing paperwork, keeping records of transactions and income statements, banking cheques and updating direct credit instructions. Why not make managing your investments easier?
Access to information is at your fingertips. With 24 hour, online access to your account, you can view and print both current and past reports at any time of the day. There are also invaluable tools including charting, company news and reports, watch lists and market news to help monitor your investments.
Make additional or regular contributions or withdraw part of your investment at any time.
In most cases, fees are tax deductible.