Also in this section
News
The PARS offering can be tailored to suit various levels of investor sophistication and investor requirements. The key features of our PARS offering include;
- Efficient portfolio administration
- Full, direct, beneficial and legal ownership of your assets
- Regular reporting
- Access to your Adviser at all times
- Tax-reporting at year-end
- Access to industry leading Research
- Password protected online access to your portfolio
- Connectivity to your accountant and/or your SMSF service provider
- Access to Wholesale Managed Funds
- Enhanced services within an Ord Minnett CMT
- The option to have access to an Ord Minnett Margin Lending account
- Generally tax deductible fees.
Portfolio Reviews and Regular Reporting
Your Ord Minnett Adviser will review your holdings, asset allocation and portfolio performance according to your agreed strategies, investment and lifestyle objectives. You will be provided with the most appropriate investment advice at all times as a direct result of the transparency of using PARS. With 24/7 online access and a quarterly "Report Pack", you and your Adviser will have access to the most comprehensive information on which to base your investment decisions. Additionally, the end of financial year "Report Pack" will make tax time easier.
Portfolio Administration
The PARS offering relieves the burden of portfolio administration and paperwork normally associated with managing an investment portfolio. The administration service includes a "mailbox" function where we receive all your investment correspondence and only pass on those communications that are necessary for your records.
We offer a full range of other administration services including the regular collection of your dividends, trust distributions and dividend payments. In conjunction with your Ord Minnett Adviser, the PARS team manages your Share Purchase Plans, buy-backs, rights issues, take-over bids and other forms of corporate actions on your behalf.
Commitment to Best Practice
Ord Minnett continues to invest in the systems and technologies required for you to receive a Portfolio Administration and reporting Service that best meets your investment requirements now and in the future.
Our Administration and Reporting teams work closely with your Adviser to capture client feedback, improve the services on offer and develop product and reporting enhancements according to your needs.