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Please refer to importance notice in the Document Download section below regarding Prime Portfolios. If you have any questions please contact your adviser, alternatively please call 1800 700 713 anytime between 8.30am and 5pm AEST.
A Separately Managed Account (SMA) is a registered managed investment scheme in which an investor has a separate account to which their investments are allocated.
Ord Minnett's SMA - Prime Portfolios - offers private clients a Core Australian Shares portfolio where they can elect to have dividends either paid out or re-invested.
Benefits include;
- You don't inherit existing tax liabilities. Prime Portfolios are Capital Gains Tax effective and trades are managed efficiently to reduce unnecessary taxation liabilities
- A separate account; you are the beneficial owner of the securities
- Cost effective – no brokerage on trades; no entry or exit fees
- Easy – all paperwork including Corporate Actions and company communications are handled by us
- Consolidated reporting
- Transparent – view your portfolio on-line at any time to monitor holdings and performance
- Investment with ease – make regular investment contributions to your Account
- The Portfolio is professionally constructed and managed by our experts.