WEALTH MANAGEMENT

TAKE GREATER CONTROL

Learn when is the right time is to invest, and how to build a customised investment portfolio with your choice of managed funds, professionally managed model share portfolios, direct shares and cash.

Professional Management and Guidance


Model share portfolios can provide a simpler and efficient way of gaining exposure to direct shares, while still enjoying the benefits of professional investment management. With dedicated administrators performing all custody and administration functions, including trade execution, settlement, corporate action processing and tax reporting, you can have peace of mind in our expertise.

Tax-Savvy Investing

 

​On top of their other benefits, model share portfolios can improve tax effectiveness. Investors do not inherit 'embedded' capital gains when investing and as a result, asset transfers may not trigger capital gains tax (CGT). Investors also receive dividends and franking credits as they are earned and losses (including the CGT discount) and can be utilised as they are incurred.

There are numerous strategies to minimise the tax you pay - ways to put more of your tax dollars towards investing and debt reduction.

Discover How:

 

  • Superannuation can maximise your tax position

  • You can minimise your income tax while increasing your investment returns

  • The right structures and investment methodologies can maximise your investment potential

  • Franking credits can help you in your share portfolio

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