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SHAREINVEST STRUCTURE APPROVED BY LONSEC
SHAREINVEST STRUCTURE APPROVED BY LONSEC
The ShareInvest separately managed account (SMA) structure is rated 'Approved' by Lonsec, an independent research house.
EQUITYPORTFOLIO MANDATES OFFER TAX EFFICIENCY
EQUITYPORTFOLIO MANDATES OFFER TAX EFFICIENCY
ShareInvest allows for the management of direct equity and managed fund portfolios on a discretionary basis without the need for you to receive personal advice before every change. A withdrawal by one investor does not trigger a tax event for other investors. During the rebalancing process tax parcels are optimised to take advantage of the capital gains tax discount rule.
IMPROVE YOUR BUSINESS EFFICIENCY
IMPROVE YOUR BUSINESS EFFICIENCY
Streamline your client service. ShareInvest provides a one-page audited tax summary and access to consolidated reporting via the website for you and your clients – saving you time in answering investor queries.
SHARE OWNERSHIP - WHAT ARE MY OPTIONS?
SHARE OWNERSHIP - WHAT ARE MY OPTIONS?
There are a number of ways to invest in shares but are you taking full advantage of the services available to you?
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A BETTER WAY TO OWN SHARES
A BETTER WAY TO OWN SHARES
Are you looking for an investment platform that not only provides administration and reporting services but one that also provides actively managed direct equity and managed fund models?
SELF MANAGED SUPER FUNDS
SELF MANAGED SUPER FUNDS
If you currently hold or would like to hold direct shares through a Self Managed Super Fund (SMSF), ShareInvest offers a cost effective solution.

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