FOR IMMEDIATE RELEASE: New Revolutionary Individual-HIN Managed Portfolio service for Financial Advice and Share Broking Firms

[Sydney, NSW] – [June 2024] – After a successful fifteen years running Individually Managed Portfolios for HNW and UHNW clients, Managed Portfolios is thrilled to announce the official launch of its individual-HIN, non-pooled, managed portfolio service, meticulously crafted for financial advisers and share brokers. This innovative service offers a comprehensive solution for managing HIN-based portfolios.

The groundbreaking service allows clients to maintain their own Cash Management Accounts (CMA) and individual-HIN across both superannuation (super) and non-superannuation (non-super) environments.

The client-centric approach enables each portfolio to be individually managed and monitored at scale, delivering unparalleled transparency, flexibility, and control.

Key Features of the Non-Pooled Managed Portfolio Service:

• Predefined or Customised Model Portfolios: Financial advisers and Share Brokers have the option to select from professionally managed preset models or customise portfolios to precisely meet the unique needs of their client base.

  
  

• Individual CMA and HIN: Clients retain control over their assets with their own CMA and HIN.

  
  

• No Records of Advice (ROAs): Eliminates the cumbersome paperwork required for each trade, streamlining the process for both advisers and clients.

  
  

• Custodial or Non-custodial Options: Users have the flexibility to choose between custodial or non-custodial management based on their preferences.

  
  

• Super and Non-Super Accounts: The service supports both superannuation and non-superannuation accounts, offering flexibility in managing different types of investments.

  
  

“Managed Portfolios aims to empower financial advisers and share brokers by providing a unique investment solution where control, transparency and flexibility are paramount,” said Leith Thomas, CEO of Managed Portfolios. "We are addressing the evolving needs of the financial advisory and share broking sector. Those using this service can streamline portfolio management processes, enhance client satisfaction, and differentiate their service in a competitive market" .

"Although we have just officially launched, we have already garnered strong support from numerous AFS Licensees and Advisers. This early vote of confidence from some of the nation's largest advice groups is incredibly exciting." Mr Thomas said.

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For more information about the non-pooled managed portfolio service, please visit www.managedportfolios.com.au or contact Jackson Tidswell at jackson@managedportfolios.com.au or (02) 4201 7031.