The cash account is HSBC Bank Australia Limited, your funds will be held in your name. You will be given an Investor portal login to view your SMA holding.
We use Praemium: www.praemium.com.au They are cost effective and keep fees low for our clients. They also offer 24/7 access to an Investor portal for our clients with regular platform updates.
No, just the Investment Fee’s
Your funds are immediately allocated, along the portfolio as it exists at the date of commencement.
Yes, you will have a Investor Portal created for you and once you account is opened provided with login details to view your fund at ALL times. An Investor Portal can be found HERE.
We provide you with a withdrawal form, you confirm your exiting details and sign-off the account closure. If this form is received before COB, it is auctioned that day. Funds will usually be returned to your linked bank account within 4-7 days.
When you enter into the SMA you do not inherit past performance. Your starting position into the SMA is where you will begin.
Your SMA will act as an investment under your Self Managed Super Fund (SMSF). Your SMA account will be created with your Self Managed Super Fund (SMSF) details. CHESS details will be created for your SMA.