Ownership Structure
While the right asset allocation and superior investment selection are the keys to delivering good performance, the way we structure your portfolio is crucial to the goals of minimising your tax and protecting your assets. By this we mean the entity or combination of entities in which we invest for you – for example, superannuation, account-based pensions, self-managed superannuation funds, family (discretionary) trusts, unit trusts, joint names and/or the spouse on the lowest tax bracket.
