Product Information

It's truly Your Portfolio

SHAW Stockbroking Advisor works with you to assess your needs and goals. SHAW then designs, invests and manages a portfolio for you that matches your requirements.

This approach offers you a number of key advantages:

• Your Portfolio is tailored to suit your exact needs, based on your risks and objectives, which may be income, balanced or growth orientated.
• Your Portfolio helps you manage your overall asset allocation by considering any existing stock holdings to ensure diversification.

Staying in touch with Your Portfolio

Your Portfolio offers sophisticated portfolio monitoring so you can stay in constant touch with your investment.

Each quarter you receive a comprehensive portfolio report that details:

• Portfolio cost and current market value
• Dividends and other income received, including franking details
• Capital gains reporting.

At the end of the financial year you receive a consolidated annual report that details all trades, transactions and performance and provides you with a complete portfolio review for tax accounting purposes.

Your Portfolio can be incorporated seamlessly onto a wrap platform. Your Portfolio can also work directly or via a wrap account or with a Margin Lending Facility.

As a client of SHAW you also receive free access to SHAW Online, which lets you view your current portfolio, cash balance and transaction history 24 hours a day.

Fees

You pay a single management fee that is based upon the value of your investment:

• 1.75% (plus GST) per annum on the first $500,000
• 1.50% (plus GST) per annum on amounts above $500,000.

You pay brokerage of only 0.5%, subject to a minimum brokerage of $75 (plus GST), on purchases and sales of your listed investments.

Typically, these types of accounts trade infrequently as the key to success is the long-term application of a tailored stock-picking strategy.

Investment minimums

Minimum additional investment or withdrawal: nil

Minimum balance after any withdrawal: $200,000