Accolade Portfolio Management Service

An integral part of our Investment Management service, the Accolade Portfolio Service equips you and your Adviser with the tools and information you both need to successfully collaborate on the management of your portfolio over time. Access to comprehensive and well organised portfolio data enables your Adviser to provide a premium-level investment management service, including ongoing holistic advice on your investment strategy. All this while relieving you of the administrative burden of managing your own investments.

Minimum requirements

The Accolade Portfolio Service has a minimum investment amount of $250,000.

Key features

Maintain direct control of your assets

You retain direct ownership of your shares and remain involved in the investment management process.

A time saving mail-house and limited power of attorney service

We take care of the paperwork with complete administration and record keeping of general correspondence, corporate actions, rights issues, share purchase plans and placements. In consultation with you, we manage any corporate offers and acceptances on your behalf.

A powerful reporting package

A sophisticated suite of online reports available on demand, including portfolio valuations, capital and cash transactions, income and expenses, realised and unrealised capital gains, and portfolio performance. A quarterly account report package is provided to you and an annual taxation report is sent to both you and your Accountant.

Effective capital gains tax management

We can partner with your accountant to manage your tax obligations and assist with the preparation of your annual tax return.

Optional SMSF Administration

If you have a Self-managed Super Fund (SMSF) and you require assistance with its administration, we can enlist the help of our Superannuation Fund Administration partner. We’ll work with them to establish the necessary legal entities and limited power of attorney so they can prepare your annual taxation return and SMSF audit. This service incurs additional fees and is optional. You may prefer to manage the administration of your SMSF yourself, or enlist the help of your accountant.