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Discover the smarter way to invest
The Personalised Portfolio brings together professionally managed model share portfolios, managed funds, listed securities and cash in one easy-to-use investment platform.
Created to provide investors and financial planners with more opportunities for growth, its benefits include access to a wide range of investments, easy-to-use transaction facilities, consolidated reporting and simple administration. Plus, there’s extensive support provided for investors and financial planners with great tools and lots of information available.
Take advantage of the wide range of investments available and establish:
- A Professionally Managed Portfolio with professionally managed model share portfolios and managed funds
- A Personal Investment Portfolio where you can construct, maintain and trade a highly personalised portfolio of ASX listed equities
- A Cash Account with a competitive interest rate that operates as a central hub for cash contributions, income, fees and cash withdrawals
Ideal for investors
- Access professional investment management across your portfolio
- Benefit from greater transparency across your investments
- Take greater control of tax events within your investment portfolio
- Enjoy simplified management and administration of your investment portfolio
PDS & Investment Menu
To find out more about the Personalised Portfolio check our important legal document downloads below.
PDS Part 1 (1.2mb)PDS Part 2 (167kb)
PDS Part 2 Update - May 2012 (112kb)
PDS Reference Guide Part 1 (329kb)
PDS Reference Guide Part 1 Update - March 2011 (49kb)
PDS Reference Guide Part 2 (1.2mb)
PDS Reference Guide Part 2 Update - July 2011 (87kb)
Managed Funds Available for Transfer (82kb)
Personalised Portfolio Managed Fund Redemptions table (51kb)
ASX Terms of Use (32kb)