This investment option provides members with the unique opportunity to create a portfolio of listed Australian shares to suit your individual investment needs. Similar to a Self-Managed Super Fund (SMSF) without the burden of maintaining paperwork, trustee compliance and accounting procedures.
You can invest directly in any securities listed on the Australian Securities Exchange (ASX) - including income securities and instalment warrants. You also have the ability to invest in term deposits. Overall giving you more control and direction over how your super is invested.
Some of the key benefits of the AMG Personal Share Portfolio include:
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A separate HIN is created for each member allowing you to be CHESS sponsored by your Adviser
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The ability to fully participate in Corporate Actions
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The ability to buy and sell shares on the same day
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Online access to your account with daily updates of share prices
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Non-residents are able to establish an account
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The ability to accept off market transfer of shares as a contribution or rollover
Please note that in order to take advantage of this investment option share trading must be done through a qualified and licensed stock broker and requires a minimum investment of $20,000. If you would like to be put in touch with a licensed financial adviser please contact us.