Benefits for the Client

All the benefits of direct ownership

Your clients directly hold the assets in their Managed Account and retain beneficial ownership. They have the benefits of direct ownership such as portability and full benefits of franking credits from dividend payments.

Custodian

Transparency

Your clients can view and monitor all the underlying securities, transactions, fees and tax position in their Account at any time.

Professional portfolio management

Every Investment Option is managed by an experienced Investment Manager with each Investment Manager undergoing a due diligence process.

Maintain your client’s unique tax position

Not only is it important to choose the right investments but choosing the right accounting method to treat those investments is critical. As each client’s tax needs are unique, the service provides the ability to nominate a methodology from a range of options which will assist with their tax position.

Portability

Your clients can in specie securities into and out of the service and between portfolios in most cases without triggering a capital gains tax event.