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Investing

Hassle-free direct share investing

Separately Managed Accounts (SMAs) can offer many different tax advantages when investing in direct shares.

SMAs often offer a customisable alternative to a unit trust structure, allowing for individual tax packaging and easily managed tax consequences regarding CGT matters. SMAs also offer real time reporting, and as a result, reduced administration at tax time.

Some of the key tax benefits of investing in a SMA can be found here

For more information regarding investing in a SMA Direct Share Service, please email steve@blizard.com.au for more details, or phone our Client Services Centre on 08 9379 3555

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About steveblizard

Steve Blizard commenced his financial planning career in 1988 from a background of life insurance broking, a field in which he still works. He is a member of the Financial Planning Association and the Responsible Investment Association. His experience ranges from administration of Superannuation to advice regarding insurance, retirement, remuneration and investment planning. Steve is an accredited Remuneration Consultant, specialising in salary packaging. He is a columnist for the Swan Magazine and the WA Business News

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