Custody Service
Custody Service provides you with simple, cost-effective administration of your investment portfolio, while you control all decision-making
As a Custody Service client, Equity Trustees provides safe custody and management of all your investment documentation (including redirection of selected mail to us), plus all your investment returns (e.g. dividends, interest and rental cheques) and cash balances and securities.
Any existing relationships you have with a tax agent and/or financial advisor, broker, accountant and solicitor remain unaffected.
We will operate a Cash Management Trust Account on your behalf, including a CHESS sponsorship agreement so that we may buy and sell Australian shares on your behalf.
Custody Service frees you from the endless paperwork and fuss that an investment portfolio can generate, but still leaves you in full control of all investment decisions and your money.
Other key features and benefits
- Telephone access to a dedicated Client Relationship Manager.
- Easy-to-read quarterly consolidated statements on your investments including annual Capital Gains Tax and dividend imputation records, plus financial year reports for your income tax preparation.
- Option to have regular payments made by cheque or direct deposit to your bank account.
- Easy access to your funds or phone access to information about your funds.
Other Portfolio Manager choices
Contact us
For more information, contact one of our Client Relationship Managers on 03 8623 5000, 1300 555 511 or click here.