The “Individually Managed” Service

Our Individually Managed Accounts are typically investors with large portfolios and Self Managed Super Funds (SMSF). This package is designed for investors who wish to be actively involved with their investments and work more closely with their adviser. The investments typically include listed securities, managed funds, term deposits and so on, ensuring a high level of diversification.

This package includes -

• Regular investment advice and valuation reports via email.
• Half yearly reviews of your portfolio, which illustrates in detail how your portfolio and each of the various funds have performed over the past year.
• A strategy review, which projects your current financial position into the future based on your long term financial objectives.
• Advice relative to changes within your portfolio and your current personal situation will be made as appropriate.
• You will be invited to attend quarterly Investment Updates, to ensure you are kept abreast with the financial markets on a national and international level, and how this will affect your portfolio.

For our SMSF clients, we provide investment advice and guidance on SMSF issues and legislation. If requested by our SMSF clients, we can -

• Conduct the administrative duties to reduce the burden on the trustees by providing investment documentation to your accountant and assisting with enquiries while they prepare your financial statements.
• Execute all share trades and record the transaction.
• Provide guidance on all corporate actions (such as takeovers and buy-backs) as well as monitor cash balances to ensure minimum liquidity.