Our investment solutions are made up of a range of different investment options that include Separately Managed Accounts (SMAs), Exchange Traded Funds (ETFs), listed and unlisted managed funds, direct shares, hybrid securities and alternative investments.

We are not your regular managed account provider

Managed account investment solutions are quickly becoming the choice of forward thinking professional advice practices. At Agentia, we have developed one of the most advanced managed account-based solutions in the market. This approach provides each client with a combination of professionally managed investment models matched and maintained in accordance with their risk profile requirements and their investment needs.

What does this mean for your advice business?

Each change in the underlying asset allocation or investment is handled by us and all client portfolios are reviewed by a professional investment analyst who has access to a range of investment tools to monitor, review and stress test your client’s investment portfolios.

We make the portfolio changes and all client portfolios are updated at the same time. You don’t complete any investment forms to redeem investments.  There are no advice documents to send.  You don’t wait for fund managers to sell down so you can reinvest client funds.  There is no need to follow up your clients to make sure they have approved their portfolio changes.  As a result, you will reduce costly administration processes and eliminate potential mistakes in your back office.

We do all the rebalancing of client portfolios and we must do this in accordance with our mandate which is set out in the PDS. No more rebalancing unless you want to change risk profiles.  Reduced business risk as all client portfolios are always within their risk profile or risk v return requirements.

If you do want to change risk profiles then you can select another Agentia Model which will include the same investment managers but have a different allocation to growth v defensive assets. This will simplify the change in the client’s portfolio and significantly reduce their transaction costs and CGT outcomes, as well as preserve much of their franking credits in the Australian equity component of their investment portfolio.

Agentia Models reduce the compliance burden and compliance risk, significantly reduce back office administration, reduce business risk and free up an adviser’s time to concentrate on the client relationship which will help grow the business.

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Our low cost, professionally managed investment portfolios that are monitored and maintained by a team of highly qualified investment analysts.

Investors have online access 24/7 to their investment portfolios via an informative and intuitive platform.

They are the beneficial owners of their investment portfolios.

They can see all trades in their portfolio which are netted out across all accounts on platform and traded under a single custodial HIN. This results in significant cost savings for all our investors.

All listed securities which are not netted out and are traded incur a very low brokerage fee of just 0.055% including GST. That is just $55 for every $100,000 worth of trades.

The Agentia investment portfolios are predominantly low turnover and we take CGT and franking credit positions into account before we make any changes in our portfolios to preserve franking credits and reduce CGT outcomes.

All trades in your client’s investment account are managed at a tax parcel level to minimise their personal CGT outcomes.

All investment clients have access to a wide range of reports which can be customised by their adviser. These include portfolio valuation, income and tax credits, investment movements, income and yield, tax summary, realised and unrealised CGT positions as well as online tax reporting at the end of the financial year.