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Investments in direct shares can be an important part of an existing portfolio or may be appropriate when establishing a new portfolio. Direct shares are, as the name suggests, a direct investment into a company. That is you directly own part of the company. This is different to an investment into managed funds which may give you access to the Australian or international share markets; however the shares will not be held in your name.

Many people have accumulated a share portfolio via different means such as an inheritance, received shares for being part of an existing entity (demutualisation of AMP as an example) or purchased as part of an initial float (such as Telstra). The need for advice in this area becomes obvious when one of the shares you may hold undergoes a corporate action. When a company issues a corporate action it is initiating a process that will bring actual change to its shares. There are many different types of corporate actions including share splits, mergers and acquisitions, rights issues, and spin offs to name a few. Having an understanding of the effects of the type of corporate action is necessary to gain a clear picture of what the corporate action indicates about the company's financial affairs and how that action will potentially influence the company's share price and performance. This knowledge, in turn, will aid the investor in determining whether to buy, sell or hold the share in question. Your Cameron Walshe adviser can assist you with this information.

Cameron Walshe uses the expertise of specialist equities research teams to provide advice on a large number of shares on the Australian share market. Cameron Walshe advisers can provide advice on your direct share portfolio or introduce you to an approved share broker with whom they have a strategic alliance to review or build your direct equities portfolio.