Managed Accounts

Fintech Financial Services holds its own Australian Financial Services Licence (AFSL 408634) under Fintech Financial Services Pty Ltd (Fintech). This gives us the capacity and authority to recommend Managed Accounts to you.

The Fintech Managed Accounts provide many benefits for you over traditional managed funds and wrap accounts. For investors who wish to have control and flexibility, but delegate the hands on management, Fintech Managed Accounts take away the complexity of researching, investment trading, acting in a timely manner, doing administration, handling paperwork and managing taxation issues.

Benefits of the Fintech Private Portfolios Managed Service Account

  • 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 Committee appointed to direct the Fintech Managed Accounts
  • 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 Managed Accounts are also a transaction and investment administration service with a single point of reporting. This allows you and your Fintech Financial Services 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 what’s important to you, optimising your needs, your taxation position and your overall financial strategies. Your adviser will facilitate this advice & strategy service, and provide easily understood reports on your investments via internet access whenever you want to access them.

Receive Investment Options Document

For further information, please fill in the form below to receive the Investment Options Document directly to your email account.

Comments or questions are welcome.

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