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This service takes away many of the complexities associated with managing your financial affairs. It brings together the functions of administration, transacting and reporting on your investments, and provides a framework to manage your portfolio.

Key Features

Your Cameron Walshe financial planner will assist in the development of your portfolio and investment strategies. Transactions can be easily initiated with correct authorisation. Your financial planner will monitor your portfolio and provide ongoing reviews. All transaction statements, tax and other reports will be forwarded to your nominated postal address.

It takes care of the paperwork that comes with managing your investment portfolio giving more time to focus on what really matters - achieving your financial goals. It provides fast access to key information about your portfolio and assists with reports which give a complete picture of your portfolio at any time. Managing your portfolio and completing your tax return can be easier than ever before.

With the Service looking after administration Cameron Walshe can focus on giving you even more value-added advice and personal attention. There are various specialist organisations that provide outsourced administration services to financial planners. We have evaluated many of the major providers and have several approved options available. Cameron Walshe financial planners will discuss with you the options and platforms that they utilise within their individual business. When you combine these skills with the investment and financial planning advice of Cameron Walshe it is easy to see how your portfolio can work more effectively to achieve your objectives. When you are building an investment portfolio it is important to have the scope to choose the right investments to put you on the path to meeting your financial goals.

Investment Options

The Cameron Walshe approved platforms give you a diverse selection of investment options. The ‘wholesale’ option is a cost-effective managed investments alternative. By pooling your money with the money of other investors the Service gives you access to wholesale managed investments which are usually only available to large institutional investors. This gives you the potential to pay lower fees than you would normally pay for retail managed investments. You will benefit from the professional management of your investments by fund managers, and also have access to a range of investment styles within your portfolio. The service allows you to include other listed securities like property trusts in your portfolio. If you already own shares, there is no need to sell them (which often has tax implications), simply add them to the service.

Flexibility

The Cameron Walshe approved platforms give you the ability to take control of your finances. You can buy and sell investments within your portfolio more efficiently because we can carry out your transaction. You can access your money when you need it through a Cash Management Trust account.

Transacting with Ease

Buying and selling investments within your portfolio is simple - you only need one completed transaction form for multiple transactions. Then we will carry out your instructions on-line.

Versatility

As the hub of your portfolio the Cash Management Trust (CMT) holds your cash so you can buy investments, receive income and dividends and receive the proceeds of any investments that you sell.

Investments in One Place

The service takes the burden of administration away so we can both focus on the most important issues - managing your investments and monitoring your financial strategy. By minimising the forms and enabling on-line access to your portfolio the service also minimises the hassle. When you need a complete picture of what your portfolio is worth it is easy for us to generate reports to show you where you stand. That is the benefit of having all your investments in one place.

Tax Reporting

The service also gives you tax reporting on your portfolio to help you with tax planning and to make it easier to complete your tax return. Your tax reports include information about your wholesale-managed investments and your cash account.

Further Information

Further information regarding this service can be obtained through your Cameron Walshe Financial Planner.