Sacha ConServ
Why Consolidated Investment Services?
A Consolidated Investment Service allows people to manage their entire investment portfolio through one central place.
Assets can include Managed Funds (both wholesale and retail), listed security, direct property, and other assets including antiques, works of art, etc.
A broad based service will offer clients a choice of regulatory structures such as personal superannuation, Self Managed Superannuation Funds, employer sponsored superannuation, retirement income streams such as allocated pensions, and "ordinary" or non-superannuation investment vehicles.
The service provider will transact and record details of assets as instructed by the client or their financial planner, produce regular reports which allow the client to review their portfolio and investment performance, and provide taxation information.
The services may be offered through master trust structures, trust deeds, deed poll arrangements, or other custodial type vehicles.
In short, Consolidated Investment Services provide clients and financial planners with the ability to spread their investment across multiple taxation structures and assets, while offering a central contact point for the continued administration and reporting.