Would you like to buy and sell shares, wholesale managed funds and SMA model portfolios all in one place?
If you are looking to service your SMSF clients' diverse investment requirements, or looking for greater coordination of your client's total wealth, you need look no further than the OneVue UMA.
Most clients total investment needs, including both super and non-super, cannot be met by offering only limited investment choices such as managed funds and listed securities. The OneVue UMA can deal effectively with traditional investments individually, or in bulk, including:
- ASX-listed securities
- Wholesale managed funds
- Fixed interest securities
- ETFs
ATO Breakdown of Assets Held by SMSFs
The real value of the OneVue UMA is in what else it offers.
1. You can transact SMA model portfolios individually or in bulk.
2. Importantly you can also record and report on alternative and more complex instruments including:
- Residential Property
- Investment property
- Collectibles
- Warrants and stapled securities
- Bonds
- Property syndicates
- Retail managed funds
- Commodities
By extending your value proposition to your clients to include the transaction, management and reporting of SMAs and the recording of other assets and liabilities, the flow on effects to you include:
- Increasing the reach of your value proposition to include wealth accumulators,
- Improving client satisfaction and retention levels,
- Improving the efficiency of your back office and
- Better meeting your SMSF clients' investment needs.
Transacting via the OneVue UMA promises better quality, more complete information.
Having all your clients' assets and liabilities, whether they be traditional, alternative or complex, in one place enables you to work more effectively with your clients to manage their investment outcomes.
Disclaimer The OneVue UMA Other Assets & Liabilities Service, SMA and Wrap Service are issued and operated by OneVue Limited ABN 18 072 262 312, AFSL 245525. The OneVue term deposit hub is provided by Australian Money Market Pty Ltd under the AFS licence of DDH Graham Limited ABN 28 010 638 219 AFSL 226319. OneStepSUPER is issued by CCSL Limited, ABN 51 104 967 964, AFSL 287084.
The information in this document is general information only that has been prepared without taking into account any individual’s objectives, financial situation or needs. Before acting on this information you should read and consider the relevant offer documents available by contacting OneVue or downloading here.