Unified Managed Accounts
A Unified Managed Account Solution
Not only are you able to use the managed account service to appoint investment managers to manage a portfolio on your behalf, you can also include investments held outside the model portfolios within our service so that investments are managed and reported in one central portfolio.These investments can be administered within our service so that you can consolidate all your investments under the one administration, reporting and tax management structure.
These investments can include:
- ASX listed Australian shares
- International shares listed on major exchanges
- Wholesale and retail managed funds
- Fixed interest securities
- Term deposits
- Direct property
- Property syndicate investments
- Warrants and other structured products
- Collectibles
- Mortgages and other debt
What's New
SMSF Investment Patterns Survey - December 2011
To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSFs investments
Trustee Newsletter
Our Trustee Newsletter for December 2011 is now available online. To access it please click
Adviser Newsletter
Our Adviser Newsletter for December 2011 is now available online. To access it please click
Multiport reaches a major milestone
Thanks to the fantastic support of advisers and clients Multiport recently broke through $2 billion funds under administration
How to work with the new collectible rules
As a result of the Cooper review, rule changes have been implemented in relation to the requirements for the ownership of collectible and personal use assets by SMSFs
Multiport Makes SMSF Gearing Easier - May 2011
Multiport has launched an integrated SMSF gearing package
