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Investments can be made in equity and bond markets in Asia, Europe, the United Kingdom, the United States and into sector specific funds within
Australia, as well as the traditional "diversifed" funds which incorporate a balance of equities, property and fixed interest securities.
 We will often arrange these investments (including Superannuation) via
Australia's largest master trust, ASGARD, which provides an impressive array of features and benefits, such as:
The security of a Master Trust owned by the St George Bank. Access to the top fund managers such as BT, Colonial First State, Mercantile Mutual and many, many more at WHOLESALE RATES.
Being able to switch easily between Services, Fund Managers and Products as economic and lifestyle circumstances change.
- Access to over 100 Managed Investments plus the top 100 listed Australian shares all in a SINGLE INVESTMENT ACCOUNT.
- The ASGARD Trust administers over $6 billion for 70,000 investors, thus providing the
benefit of investing on a wholesale basis with associated cost savings.
- The Trust is responsible for the administration of all investments within your account. This means no paperwork for you !
- A comprehensive report is sent every 6 months with a portfolio evaluation, allowing easy monitoring.
- Internet access with your own password is available for up-to-date information.
- You are provided with an annual Tax Report allowing easy completion of tax returns thereby lowering the cost of the return.
Maximum brokerage payable to Direct Investment Services on placement of funds through ASGARD
is 3% on a reducing scale depending on the size of the transaction, however there is no exit fee.
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