Managed Discretionary Accounts allow investors to have their own share portfolio directly managed by a professional investment manager.

 

Benefits of Managed Discretionary Accounts

Investors retain beneficial ownership of the underlying investments at all times and all administration and reporting of the portfolio is taken care of minimising the time spent tracking and managing the investments. Other benefits include

  • An investment portfolio individually tailored and professionally managed based on your investment goals, income requirements, risk profile and tax position;
  • You retain direct ownership of most investments in your portfolio;
  • Access to over 400 managed funds through the Wilson HTM Wrap Service;
  • Consolidated portfolio reporting through the Wilson HTM Wrap Service on a quarterly and annual basis to enable you to manage your taxation obligations;
  • Removes the burden of managing your portfolio ensuring that the day-to-day administrative requirements are taken care of on your behalf;
  • Priority access to Wilson HTM Initial Public Offerings and Placements;
  • The management fee charged is tax deductible in most instances; and
  • Superior portfolio investment performance from your dedicated Investment Manager.

 

To take advantage of this service call 1300 655 015 or talk to your adviser today.