Frequently Asked Questions
Why is SHAW's Your Portfolio Service better than holding a portfolio of shares in my own name?
Compare SHAW’s Your Portfolio Service to doing managing your own portfolio.
Managing your own portfolio is popular worldwide. While recent returns for most have merely recovered previous losses, the education is invaluable. You may wish to run your own portfolio and compare its performance to that of the portfolio we manage for you. Alternatively you may simply not have the time to do it yourself and request SHAW Stockbroking manage your portfolio. Either way SHAW Stockbroking is your own private investment company, managing your portfolio with discipline, rigor, consistency and structure.
Choose: SHAW's Your Portfolio Service
Your portfolio is professionally structured and managed and more importantly a disciplined methodology is strictly adhered to at all times.
Or: Do it yourself
- Managing a portfolio without following a disciplined approach over a long time frame carries with it additional risks
- You are responsible for maintaining all Capital Gains Tax (CGT) & Income Tax records
Benefit to you
- All the benefits of professionally managed direct share ownership
- You save time and administration costs
- A greater proportion of any investment performance is passed on to you
- No junk mail. Increased privacy
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Why should I choose SHAW's Your Portfolio Service over a Unit Trust Investment?
When you are selecting an investment option there are several choices you must confront and the resulting decision often has little to do with returns.
Compare SHAW’s Your Portfolio Service to the popular one-size-fits-all Unit Trust. For those who prefer not to be pooled with others, particularly for tax reasons, and for those who genuinely recognise the value of transparency in fees and how their money is managed, SHAW Stockbroking may offer the perfect fit.
Choose: SHAW’s Your Portfolio Service
- You commence your investment with a brand new portfolio of shares and the tax consequences only relate to you
- You directly own your underlying assets
- Your income is directly correlated to the dividend stream of the shares you own
- Distributions are not affected by the investment decisions of other investors and your funds are fully employed in the stock market. Cash is not put aside for the benefit of other investors
- Similar tax benefits to owning your own shares
- Online daily access to your portfolio you receive quarterly reports all transactions summarised at the end of the fiscal year for tax purposes
Or: Unit Trust
You may be forced to accept the consequences of undistributed realised and unrealised gains.
As a new Unit holder you also risk receiving back a proportion of your capital as a taxable distribution.
You own Units in a ‘pool’.
Unit trusts generally distribute realised gains and income every six months and the distributions are unpredictable from period to period.
Cash Drag. Your funds may not be fully employed in the stock market. Some funds will be kept aside to meet the redemptions of other investors. Distribution may also be affected by decisions of other investors to redeem.
Some unit trusts may pass the cost of these items
- travel
- meetings
- accountants
- auditors
- lawyers
...on to you as ‘recoverable expenses’
Benefit to you
- Your own portfolio
- Greater tax and investment flexibility
- Complete transparency with regards to all aspects of your portfolio and account through daily online access
- Your investment portfolio is not impacted by the emotions and activity of other investors, as you own portfolio in your own name
- Complete transparency, comprehensive reporting for tax purposes and personal ownership
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How To Appoint SHAW Stockbroking As Your Manager
Share Portfolio Service
You can directly appoint SHAW Stockbroking as your investment manager. In this way you can benefit from the opportunities provided by SHAW’s Your Portfolio.
Before appointing SHAW Stockbroking you should read our documents.
 Your Portfolio Fact Sheet
Client Registration Form
Once you have received these documents please read them carefully, complete and sign pages 3, 4 and 7 of the 'Your Portfolio' Client Pack.
Please contact us at:
SHAW Stockbroking Ltd
Level 16
60 Castlereagh St
Sydney NSW 2000
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