The “Individually Managed” Service
Our Individually Managed Accounts are designed for investors with large and more complex portfolios and Self Managed Super Funds (SMSF). This package allows investors to be actively involved with their investments. A wider choice of investments is offered, including listed securities, managed funds, term deposits etc.
This package includes:
- Regular investment advice and valuation reports .
- Half yearly reviews.
- Annual strategy review.
- Rebalancing advice as required.
- Invitations to Quarterly Investment Update Seminars.
For clients with SMSF’s we also offer the following services:
- Maintain all annual paperwork required by your SMSF Accountant and Auditor.
- Execute all share trades and investment transactions.
- Provide guidance on all corporate actions.
- Provide guidance on SMSF legislation and any necessary changes.