• Small

    $995


    Small fund, cash and equities

    » One transaction account
    » Term deposits
    » Up to two managed funds
    » Up to 10 Australian shareholdings
    » No property
    » No borrowings
    » No other investments

    Tip: Choose this package if your fund is pretty simple and is limited to some cash and a few Australian shares.

    Buy
  • Medium

    $1495


    Some international shares if managed by a single adviser, with summary reporting.

    » Multiple transaction accounts
    » Term deposits
    » Up to five managed funds
    » Up to 20 Australian shareholdings
    » Up to one property
    » Borrowings
    » No other investments

    Tip: If your fund owns a property, or has a lot of Australian shares, this is the choice for you.

    Buy
  • Large

    $1995


    Large number of shareholdings, including a range of international equities with different advisers/brokers.

    » Multiple transaction accounts
    » Term deposits
    » Multiple managed funds
    » Large number of shareholdings,    including international equities
    » Multiple properties
    » Borrowings
    » Other investments, including unlisted    and/or related party shares and    collectibles

    Tip: If your fund has a few properties, owns international shares, or you have some unusual investments, you should choose this package.

    Buy