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FIDUCIAN INVESTMENT SERVICE

Having financial assets outside superannuation is extremely important, and Fiducian provides a flexible service for the personal investor, joint investor, Company, Partnership, Trust and Self Managed Superannuation Fund,

We also offer a diverse range of investment options with well-known and reputable wholesale fund managers such as BT, Colonial First State, Platinum and OnePath, Fiducian Funds, Term Deposits, and Managed Portfolios and Shares.

One of the main advantages of investing through Fiducian is the consolidation of assets for your reporting. You receive:

  • One tax statement you can hand to your accountant that has details for all you investments together
  • One report each quarter that sets out the performance of your investments, and provides you with your account balance
Features of the Fiducian Investment Service include:
  • Over 35 managed funds options from over 18 Investment Managers, plus
  • Access to 14 Fiducian Funds managed through our proven Manage The Manager System.
    Feel free to browse through Fiducian Funds to see the full range of Fiducian Funds available through our investment service.
  • Managed Share and Listed Property Securities Portfolios fully researched and managed for you.
    For more information about these managed share portfolios investing in some of Australia’s finest companies see Your Own Share Portfolio.
  • Fixed Interest Securities and Term Deposits.
  • Share Administration Service
  • Consolidated reporting with half yearly statements and Fiducian Online enables you and your financial adviser to better keep track of your investment goals.
  • Flexible Options make it easy to tailor and manage your portfolio -
    • Savings Plans
    • Automatic Investment Profiles
    • Gearing
    • BPAY Deposits

Speak to your Financial Planner today or contact us directly on 1800 653 263 for more information.

 

The information on the Fiducian website is not intended to be a recommendation, offer, or invitation to invest. Any advice is general in nature and does not take into account your investment objectives, financial situation and particular needs. You should consult your Financial Planner for advice and consider the disclosure document for each product before making investment decisions.

Fiducian Services Pty Limited ABN 41 602 437 892 on behalf of Fiducian Portfolio Services Limited RSE L0001144, and Fiducian Investment Management Services Limited AFSL 468211

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