Investments

The range of investments available in the market continues to grow. Separately Managed Accounts (SMA’s) are now available as readily as Managed Funds and Direct Fixed Interest offerings can be bought and sold alongside Direct Shares. We can provide advice on the most appropriate investments for your specific needs and circumstances.

In addition to the investments themselves we can provide advice as to how these can be structured e.g. within a SMSF, trust or company entity taking advantage of the tax effectiveness and protection each offers.