Relieves your administrative burden
Ord Minnett will be responsible for the administration of your investments including keeping tax records, crediting dividends, maintaining all records and transactions for reporting.
You retain beneficial ownership
You retain beneficial ownership of the investments in your account. Securities in your account are held safely with a leading custodian.
Investment choice and flexibility
You have access to a broad range of securities, actively managed portfolios, exchange traded funds (ETFs), term deposits and managed funds. This provides you and your Adviser the flexibility to build an investment strategy suited to your investment needs and objectives.
Maximum tax effectiveness
With UMA you can choose from four methods of calculating capital gains and can alter your selection if your circumstances change.
24/7 access and periodic reporting keeps you informed
The UMA service keeps you informed and helps your Adviser to regularly review your portfolio. This ensures your Ords investment programme remains tailored to your personal circumstances. You will also be supplied with quarterly commentary on your actively managed portfolios and receive annual tax reports, along with an annual audit statement conducted by an audit firm. Should you wish to view your account information, you have 24/7 secure online access.