The Integrated Financial Solutions group holds its own Australian Financial Services Licence (AFSL 408634) under Fintech Financial Services Pty Ltd (Fintech). This gives us the independence and authority to recommend a Managed Account Service to our clients. The Fintech Private Portfolios Managed Account Service provides many benefits for clients over traditional managed funds and wrap accounts. For investors who which to have control and flexibility, but delegate the hands on management, the Fintech Private Portfolios Managed Account Service takes away the complexity of researching, investment trading, acting in a timely manner, doing administration, handling paperwork and managing taxation issues.
Fintech Private Portfolios Managed Account Service
The Fintech Private Portfolios Managed Account Service allows you to establish a Managed Account which can consist of one or more Investment Options (or Portfolios). The service enables you to delegate the day-to-day investment decisions of your Managed Account to a specialist team, view the investments and transactions including any investment changes in your Portfolio, and retain beneficial ownership of those investments.
We have access to all listed securities and Exchange Traded Funds (ETF) on the Australian Securities Exchange (ASX). Our approach is to utilise the best research available in the industry and apply it directly the investments in your Fintech Private Portfolio. Our investment specialist team employ multiple sources of research and information to determine the recommended investments including quantitative and qualitative industry research and visits with fund managers and research providers as appropriate.
Your Portfolio is managed in accordance with the investment recommendations of the Investment Manager within your Managed Account. Using the investment objectives and investment approach outlined in the Investment Options Document, each Fintech Private Portfolios determines the specific investments to be made for your risk profile, the target weighting of those investments, changes to those investments and responses to corporate actions arising from the investments.
Investment portfolios are provided across a range of Investment Risk Profiles to suit your needs:
- Fintech Private Portfolios Defensive Strategy
- Fintech Private Portfolios Conservative Strategy
- Fintech Private Portfolios Moderate Strategy
- Fintech Private Portfolios Balanced Strategy
- Fintech Private Portfolios Growth Strategy
- Fintech Private Portfolios Accelerated Growth Strategy
- Fintech Private Portfolios Australian Share Strategy
When you open a Managed Account a Cash Portfolio will automatically be established for you.
Benefits of the Fintech Private Portfolios Managed Account Service:
- You retain beneficial ownership of your investments
- Professional management of your portfolio by leading investment specialists
- Transparency of each underlying shares and investment in your portfolio
- Experience and expertise of the Investment Management Committee appointed to direct the Fintech Private Portfolios
- Tax benefits of dividends, buy-backs, rights issues and corporate actions maximised for your tax structure
- Lower costs of trading through wholesale brokerage rates
- Efficient collection of dividends, distributions and other income payments to minimise the risk of income not being received
- Online reporting for your portfolio valuation, performance, transactions, income and capital transactions
- Annual tax reporting substantially easier, especially when incorporated with Fintech SMSF Administration
How the Fintech Private Portfolios Managed Account Service works
The Fintech Private Portfolios Managed Account Service is also a transaction and investment administration service with a single point of reporting. This allows you and your Integrated Financial Solutions adviser to electronically administer your listed shares and ETFs and consolidate these with your other private investments like investment properties or Business Real Property (BRP) within a Self Managed Super Fund (SMSF).
This makes the investment process easier to manage, giving you and your adviser more time to focus on optimising your needs, taxation position and your overall financial strategies. Your adviser will facilitate this service, and provide easily understood reports on your portfolio on a quarterly basis as well as via internet access whenever you want to access it.
Investment Administration Services Pty Limited (IAS), an investment administration specialist, is the Managed Discretionary Account (MDA) Operator and administrator of the Fintech Private Portfolios Managed Account Service.
The minimum initial investment is $200,000.00
For further information, please fill in the form below to receive the Investment Options Document directly to your email account.
