Entrust implements professional portfolio management as found in the Managed Funds industry while also providing greater tax efficiency, personal contact and transparency.
Entrust can provide advice on a wide range of listed securities including:
- Australian shares
- Hybrid securities
- Listed property
- Corporate bonds
- Exchange traded funds
Tax efficiency –At Entrust, our clients directly own the securities. This removes the potential of inheriting historical capital gains – a major downside of pooled managed funds. We’re also highly aware of our clients’ tax position and undertake transactions with this in mind.
Tailored portfolios and personal contact – Unlike the managed fund industry, Entrust Advisers have regular personal contact with our clients, to ensure a deep understanding of their needs and objectives. By developing this relationship it enables us to personalise your portfolio to your needs and provides you with the opportunity to discuss your portfolio.
Transparency – We provide trade confirmations within 2 business days for each transaction as well as regular trade emails outlining the basis for the transaction. Clients also have 24/7 access to full details of their investment portfolios.
