Private Wealth Management
Portfolio Manager - Advisory Service
Advisory Service lets you maintain control of your portfolio while receiving comprehensive asset management advice.
Through regular one-on-one consultation with your own dedicated Client Relationship Manager, Advisory Service can optimise your investing, including making it more tax-effective.
It can also offer advice on the appropriate investment vehicle for a range of multiple ownership structures, including trust, private company, individual or joint ownership and superannuation or pension funds.
Your portfolio will be regularly reviewed and when we think changes will be made, you will be provided with clear and detailed investment advice that will help in your decision making process.
Advisory Service does not affect any existing relationships you have with a tax agent, broker, accountant or solicitor. It simply enables you to make more informed decisions with regard to your portfolio, and avoid potentially costly mistakes.
Other key features and benefits
- Telephone access to a dedicated Client Relationship Manager.
- A high level of personal service, including prompt contact if any of your investments requires appropriate attention.
- Easy-to-read quarterly and annual reports detailing:
- all transactions
- imputation credits, tax-free and tax-deferred income (annual only)
- unrealised taxable capital gains / losses for each asset
- valuations of each asset as well as their comparative purchase costs
- summary of holdings by asset class, and summary of equity holdings by industry sector
- settled security transactions, including cash transactions, accrued revenue and expenses.