Individually Managed Portfolios (IMP)
All the advantages of direct shares ownership with all the freedom of full-time managed investment services.
IMP is an investment service which offers:
- An investment team managing your personal funds.
- Direct ownership of shares, giving you control over capital gains tax and all the benefits of franking credits, share purchase plans and entitlements.
- Comprehensive performance and tax reporting.
Successful investors understand the significance of direct ownership of shares. Being able to tailor a portfolio to meet your specific risk profile is important.
Having access to the tax advantages gained through
franking credits and being able to manage capital
gains are just some of the significant reasons to
own direct equities.
With our IMP service you’ll have a team of experienced managers watching the market on your behalf. Your portfolio will be managed on an individual basis with a view to achieving the very best results within the parameters established by your risk profile. You will receive all the contract notes detailing the shares which are bought and sold on your behalf and importantly, we’ll keep you informed all the way by letting you know the reasons behind our decision every time we trade on your behalf.
Through access to the latest market research as well as constantly monitoring the market, we have an enviable record of performance.
To view the latest IMP performance figures click here.
What is an Individually Managed Portfolio?
An IMP investment is a strategically designed and managed, diversified portfolio of Australian Shares held in an individual client’s name. The IMP service allows ‘set and forget’ investing. Investors’ money is managed by a team of professionals rewarded by the performance of the funds they are responsible for rather than the brokerage generated. The service provides a wide choice of investment categories with varying market risk.