Managed Accounts (SMA’s)

MINC offers separately managed accounts (SMA) to Wholesale Clients through MINC Managed Accounts.  This product allows you to have your own individual share portfolio to be managed by one or more professional portfolio managers. 

Features of MINC Managed Accounts include:

• Direct beneficial ownership of your own individual portfolio
• Greater tax efficiency than owning units in a managed fund
• Full time professional portfolio management
• Choice of several Portfolio Mandates to suit your individual needs
• Pooled dealing reducing transaction costs
• Full portfolio transparency with web access to valuations and reporting
• Portfolio administration and reporting
• Annual tax reporting
• Margin Lending is possible against a MINC Managed Account

For more information regarding MINC Managed Accounts please visit www.mincwealthmanagement.com.au or contact your MINC Stockbroking Investment Advisor.

Please note:  MINC Managed Accounts is only available to clients who qualify as a wholesale client for the purposes of the Corporations Act 2001 (Cth).  The above is general advice only and does not take into account your personal objectives, financial situation or needs.  Before taking any action you should consider the appropriateness of the above advice as it may apply to your personal circumstances.