Invest Like a Pro

  • Would you like to have an Investment Adviser to guide you with your investment decisions, but still retain control over the decision-making process?
  • Does the paperwork associated with your SMSF overwhelm you?
  • Could you benefit from improved management, analysis and administration of your investments?

If you can relate to any of these challenges, then a portfolio management service is for you.  We can recommend the most appropriate portfolio management service to meet your needs.

Investment Portfolio Management Service

Enjoy the benefits of a blue-ribbon investment service designed to give you the peace of mind that goes with having a highly qualified Adviser guide you with your investments combined with the assurance that your portfolio is administered and recorded accurately.

With priority access to your Investment Adviser, you can be assured your portfolio is individually tailored to your needs, investment ideas are based on an educated understanding of your portfolio and your portfolio is actively managed on a day-to-day basis.

Features

  • Priority access to your Investment Adviser
  • Investment advice tailored specifically for your goals
  • Your portfolio is actively managed by your adviser
  • You maintain complete control and direct ownership of your investments
  • Complete transparency
  • Take advantage of corporate opportunities that may be unavailable to the general public
  • Capital Gains Tax Management
  • Simplify your end of year reporting with Accountant Strength Reports
  • Consolidate of your portfolio into one clear and concise platform
  • 24/7 online access to accurate and up-to-date information on your account
  • Access to current research and general market information
  • Comprehensive administration and record keeping service, including mail house service
  • More time to do the things that you enjoy most  

Tailored investment advice

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.

Reliable reporting

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?

Convenience

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.

Flexibility

Make additional or regular contributions or withdraw part of your investment at any time.

Tax deductibility

In most cases, fees are tax deductible.



 



 


 

 


 


 


 

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