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Portfolio Administration
Many
clients find value in specialised administration services, which makes managing
an investment portfolio much easier. With this in mind, Solid-Rock Securities
provides clients with access to The Portfolio Service.
The Portfolio Service is a sophisticated portfolio research and management
service that helps you to invest in a well planned and tax-effective way.
Access to a range of benefits
The Portfolio Service enables you and your financial planner to:
1. Tailor an investment strategy that suits your personal requirements
2. Structure your investments to take advantage of the most effective
tax environment
3. Select investments from a wide range of managed funds and listed investments
such as listed shares and listed property trusts
4. Manage and control your entire investment, superannuation and retirement
needs within a single investment service
5. Adapt your portfolio as the economic environment and your life changes
The Portfolio Service provides a comprehensive yet simple way of investing
that will help you reach your investment objectives. It provides
you with choice, control and convenience.
Choice
The Portfolio Service allows you to create your investment portfolio from
a wide range of well-researched investments – currently, more investment
options are available.
It also enables you to take advantage of opportunities in the investment
world that you might not otherwise get access to. This is because your
money is combined with other investors, giving you access to opportunities
normally only available to wholesale investors.
Control
You can combine your investments into a single portfolio so that you and
your financial planner have a ‘snapshot’ of your current position at any
point in time. You can even transfer shares you hold directly into
The Portfolio Service.
Convenience
The Portfolio Service gives you the benefit of a consolidated set of reports
on your portfolio, which makes tax planning easier and reduces the amount
of paperwork you receive.
What’s more, with our unsigned transactions, you can transact with minimum
paperwork and your financial planner can implement your instructions straight
away online.
For more information, please contact us. |
