| Many clients
find value in specialised administration services, which makes managing
an investment portfolio much easier. With this in mind, Omas Limited
provides clients with access to The Portfolio Service.
The Portfolio Service is a sophisticated portfolio research and
management service that helps you to invest in a well planned and
tax-effective way.
Access to a range of benefits
The Portfolio Service enables you and your financial planner
to:
1. Tailor an investment strategy that suits your personal requirements
2. Structure your investments to take advantage of the most effective
tax environment
3. Select investments from a wide range of managed funds and listed
investments such as listed shares and listed property trusts
4. Manage and control your entire investment, superannuation and
retirement needs within a single investment service
5. Adapt your portfolio as the economic environment and your life
changes
The Portfolio Service provides a comprehensive yet simple way of
investing that will help you reach your investment objectives.
It provides you with choice, control and convenience.
Choice
The Portfolio Service allows you to create your investment portfolio
from a wide range of well-researched investments – currently, more
investment are available.
It also enables you to take advantage of opportunities in the investment
world that you might not otherwise get access to. This is because
your money is combined with other investors, giving you access to
opportunities normally only available to wholesale investors.
Control
You can combine your investments into a single portfolio so that
you and your financial planner have a ‘snapshot’ of your current
position at any point in time. You can even transfer shares
you hold directly into The Portfolio Service.
Convenience
The Portfolio Service gives you the benefit of a consolidated set
of reports on your portfolio, which makes tax planning easier and
reduces the amount of paperwork you receive.
What’s more, with our unsigned transactions, you can transact with
minimum paperwork and your financial planner can implement your
instructions straight away online.
For more information, please contact us. |
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