OneVue Managed Account (SMA) With the OneVue SMA investors retain beneficial ownership of the underlying shares offering important advantages.
Your clients do not inherit unrealised gains.
When your clients invest via the OneVue SMA they do not inherit the unrealised gains of others. We purchase a new portfolio for each new investor and client accounts and tax records are maintained individually.
Your clients are not affected by the movements of others.
A withdrawal by one investor does not trigger any tax consequences for other investors.
Your clients are treated as individuals.
Your clients own the underlying investments (not units in a managed fund) – and they receive a unique tax statement rather than one that is common to all unitholders.
In-specie transfers are easy
Your clients may transfer shares or Eligible Managed Funds into or out of the OneVue SMA without triggering a CGT event provided there is no change in beneficial ownership of the funds transferred.
Your clients can ‘lock' tax parcels you don't want to sell.
The OneVue SMA enables you and your adviser to ‘lock' investments so they cannot be sold without your permission.
Your paperwork is reduced
The paperwork for any dividends and corporate actions on your clients investments are attended to by us on your behalf.
Reporting is comprehensive
Rather than receiving a performance report for each unit trust and share your client owns, we provide one comprehensive report on all the underlying investments in a Portfolio.
Transaction costs are lower
All direct shares are registered in a single CHESS HIN. This enables us to ‘pool' the buy and sell transactions and deal in the market as a single institutional client. Pooled dealing and ‘netting' of trades between investors creates tremendous efficiencies and lowers transaction costs that we pass on to your clients.
To learn more you can
Disclaimer
The advice on this page is general financial product advice only that has been prepared without taking into account your objectives, financial situation or needs. Before acting upon this advice, you should consider its appropriateness to your objectives, financial situation and needs. You should obtain a copy of the OneVue SMA Product Disclosure Statement available on this website and consider it before making any decision about whether to acquire this product. The issuer of this product is OneVue Limited ABN 18 072 262 312.
|
