Make this site your homepage Contact Us    |    Site Map Usercode: Password: Forgot your login details? Call us on 1300 790 235 or send us an email. For a demonstration of the iPortfolio reporting system, click the link: Enter Keyword: please select SMSF's Gearing Investments Other Advanced Search 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 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 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? There are a number of ways to invest in shares but are you taking full advantage of the services available to you? NEWSLETTER SIGN UP Name: Email: Phone:   Click here to unsubscribe SMSF admin made easy Are you looking for a SMSF establishment, management and reporting service? Learn more about the OneVue SuperService 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.