Private Portfolio Account

The Atlas Wealth Management Private Portfolio Account is our premium service which offers Australian expats the ability to select a style of portfolio that suits your individual circumstances. This could be a balanced, income or growth style portfolio or a mixture of these portfolios. The account is managed on your behalf by a portfolio manager with strict compliance to the style chosen being maintained.

The benefit of this account is that even though you are based overseas, you have the peace of mind knowing that your investments are being monitored and managed on a daily basis. This enables you to focus on the other aspects of your life, such as family, career and lifestyle.

With the Private Portfolio Account you always maintain:

  • Transparency – at any time of the day or week you are able to login and view the individual holdings that make up your portfolio.
  • Ownership – you retain all the benefits of owning direct shares. These include portability, dividends and tax credits.
  • Individuality –one of the reasons this account is superior to a managed fund is that when you invest your funds, the cost basis that is created is your own unlike in a managed fund where you inherit the pooled cost basis, potentially exposing you to a number of negative tax events.

 

General Advice Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Atlas Wealth Management Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Atlas Wealth Management nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.