Share Portfolios

Share Portfolios

Investing directly in Australian shares is a tax effective way to access growth assets. Some investors enjoy construcing and managing their own portfolios of direct equities whilst many prefer to leave this task to professionals who specialise in this area.

At HFS, we understand that clients are unique and require solutions that are tailored to their needs and objectives. We can provide solutions for both types of clients.

There are generally two types of recognised “managed accounts” available in the Australian market, being:

  • Individually Managed Accounts (IMA); and
  • Separately Managed Accounts (SMA)

To view information on Managed Funds – Click Here.

If you would like to find out whether Share Portfolio products are appropriate for your situation, please Contact Us for an obligation free consultation.