Shaw Managed Accounts are a sophisticated investment and reporting platform incorporating advanced features to assist in the management of your overall investment strategy and portfolio.
Shaw Managed Accounts offer investors exposure to a registered managed investment scheme also known as the Separately Managed Accounts. Each investor has a separate “account” to which their investments are allocated. Your account can be constructed by using a range of available investment strategies (referred to as Model Portfolios) that you can select from the investment menu together, with your Shaw and Partners adviser.
Once you decide which Model Portfolios are best suited to your investment needs and objectives, Shaw and Partners will purchase securities to be included in your account so that it reflects the Model Portfolio, or a combination of Model Portfolios. The Model Portfolios are managed in a disciplined and consistent manner; overseen by a dedicated team of investment professionals with many years of experience in securities markets.
With Shaw Managed Accounts, not only are you the beneficial owner of the portfolio (and shares), you will also enjoy the ownership benefits (such as dividends and franking credits) and have the ability to see the exact make up and market value of the portfolio at any time, via our online service.
Shaw Managed Accounts are positioned between Individually Managed Portfolios and Managed Funds. They offer increased levels of control and transparency, agility and tax optimisation.
Shaw Managed Accounts have a number of potential benefits, depending on your goals and financial circumstances.
Some clients are drawn to the transparency and control of the platform, while others choose them for their low trading costs and the ability to leave the investment decisions to the professionals.
A dedicated team of investment professionals actively manage the portfolio on an ongoing basis.
This includes undertaking research in investment markets, monitoring exposures and the liquidity of various positions, in addition to buying and selling securities that best meet the objectives of the Model Portfolio.
Shaw Managed Accounts offer lower trading costs due to the wholesale execution structure of the investment management process. This can make a significant difference to performance and returns for smaller investable funds.
When an investor portfolio requires rebalancing, all trades in a security are first netted across all investor holdings sharing in that change. A single net trade is sent to market and subsequent brokerage costs are shared across all participating investors.
Trades are then executed at wholesale rates, giving you significantly lower brokerage costs.
You are the beneficial owner of your investments, which means you receive any dividends and franking credits from the underlying securities that make up your portfolio. In addition, your investments are held by a regulated trustee on your behalf.
You can combine a number of Model Portfolios in any proportion you wish. In addition, you have the option of adjusting your portfolio, for in specie transfers of existing holdings or blocking the portfolio manager from selling certain parcels of shares.
You also have the ability to substitute stocks to meet specific criteria, such as ethical or environmental considerations.
In the Shaw Managed Accounts structure, shares are owned by you so you do not inherit any gains from trades that benefited other investors.
This differs from Managed Funds which pool their assets in a unitised trust and as trades occur in the fund, gains or losses are accumulated during the year.
In the Managed Fund structure, you can be responsible for an “embedded capital gain” which is a tax liability you inherit based on previous trades by the Fund Manager, even if your units have not increased in value.
The safe custody of your investments is essential for your peace of mind. We partner with some of the world’s most reputable financial institutions to provide the security you expect. Domestic securities are held with HSBC in Australia.
Investing directly in the share market involves paperwork. Contract notes, tax administration, corporate actions and share price monitoring are just the beginning.
With Shaw Managed Accounts we take care of the administration including: keeping tax records, crediting dividends and maintaining all records and transactions for your tax returns.
Shaw Managed Accounts optimise your tax outcome by allowing you to maximise capital gains, manually select share parcels, switch between investment strategies and use a “what if” tool to assess the capital gain tax impact of any proposed transactions.
When setting up your account you can choose to either take dividends as cash or to reinvest them into your portfolio.
If you elect to reinvest dividends, additional shares will be purchased on your behalf and added to your portfolio.
A team of investment professionals regularly monitor the performance of the portfolio against its objectives and provide detailed portfolio analytics to you on a monthly basis.
Shaw and Partners gives you online access to your portfolio details with full visibility of the securities you own.
You are able to monitor the daily performance of your portfolio and view cash balance or trading activities at any time.
At Shaw and Partners, we understand that your investment needs and decisions may vary depending on your stage of life and attitude towards risk. We therefore offer our clients 12 different portfolio strategies designed across a range of asset classes and investment risk profiles.