How managed investment accounts work
- Open an investment account on preferred terms with an Offshore Investment Platform or Portfolio Bond, depending on your circumstances
- Discuss with your advisor and determine your strategy based on factors such as risk appetite, investment time horizon, income needs and tax planning
- Select underlying investments through a low cost open architecture platform (equities, bonds, funds, ETFs)
- Managed account has no lock-in period or fees for withdrawing cash and you can buy daily traded assets for full liquidity