Managed Accounts (SMA’s)
Grow Your Wealth Townsville
Grow Your Wealth Townsville offers separately managed accounts (SMA) to Wholesale Clients through Grow your Wealth Managed Accounts. This product allows you to have your own individual share portfolio to be managed by one or more professional portfolio managers.
Features of Grow your Wealth Managed Accounts include:
- Direct beneficial ownership of your own individual portfolio
- Greater tax efficiency than owning units in a managed fund
- Full time professional portfolio management
- Choice of several Portfolio Mandates to suit your individual needs
- Pooled dealing reducing transaction costs
- Full portfolio transparency with web access to valuations and reporting
- Portfolio administration and reporting
- Annual tax reporting
- Margin Lending is possible against a Grow your Wealth Managed Account
For more information regarding Grow your Wealth Managed Accounts please call us a call on 07 4771 4577.
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GROW YOUR WEALTH PTY LTD
ABN 60 130 727 981
AFSL 403509
Please note: Grow Your Wealth Managed Accounts is only available to clients who qualify as a wholesale client for the purposes of the Corporations Act 2001 (Cth). The above is general advice only and does not take into account your personal objectives, financial situation or needs. Before taking any action you should consider the appropriateness of the above advice as it may apply to your personal circumstances.