PLATFORM - MACQUARIE

Each investment portfolio offered by Oakleigh can be accessed through multiple Macquarie platforms to ensure a range of clients are able to find the administration option most suited to them.

Investing on a Macquarie platform offers a competitive cost alternative to a range of different client types. For example, their Manager II service is typically used for simple or smaller investment needs. However, if your investment needs require something to cater for multiple or larger accounts, the Consolidator II (Elevate) service will suit your needs. If you require something more ‘in between’, Macquarie offers services for direct investments, trusts, SMSF, superannuation and pension accounts.

In addition to this, Macquarie’s platform has high online capabilities, allowing you to access your portfolios online and from your smartphone using their App.

Your investment portfolio would be managed through a Separately Managed Account (SMA), meaning you would be the direct owner of the underlying investments, as the total investments are not pooled with others invested in the same fund. Investing using SMAs incurs lower transactional fees and lower administrative costs than traditional online banking.

WHAT ARE THE BENEFITS OF INVESTING THIS WAY?

Transparency – You and your adviser can view all of the underlying securities in your portfolio (which you can’t do in a managed fund).

Agility – SMAs offer the advantages of dynamic asset allocation, allowing the investment manager to take advantage of emerging opportunities and manage risk for your investment portfolio.

Lower transaction costs ($5.50 per transaction) – Trades in listed security trades are aggregated, which means an investor is likely to pay lower brokerage than they would pay if trading listed securities directly.

Tax efficiency – Your tax position is unaffected by other investors. There is also no inherited tax liability, as can occur in a managed fund.

Convenience – Once you decide on which portfolio option best suits you, the investment manager can manage your investment portfolio and rebalance without having to provide additional advice.

Administrative ease – SMAs offer comprehensive reporting.

Portability – You can exit an SMA and transfer shares out, transfer shares between model portfolios and in some cases transfer shares into the SMA.