? have a desire to retain beneficial ownership of your investment assets, and

? have a lump sum of money to invest for the future

? understand limitations of unit trusts and are looking for a tax-efficient and flexible investment

? are looking for an active management and administration service for your existing shares and/or eligible managed funds with consolidated reporting and summary tax statements

? have an existing share holding with large unrealised gains, and are seeking an additional income over and above the dividend yield

? have direct shares and/or eligible managed funds through a Self Managed Super Fund

? are an accumulator or retired investor looking for an income stream from your investment

? want better transparency, and the ability to efficiently and better manage tax liabilities.

Eligibility

The FPWS Managed Account Service is open to investors, companies and super funds who meet the minimum investment requirements as set out in the relevant PDS A and PDS B documents that can be found on this site (PDS A and PDS B should be active links whereby the client is taken to Products and Services)

The FPWS service is available direct for investors or through a professional adviser (financial planners, accountants etc) including:

• Australian residents (Individuals or couples)over the age of 18 with at least $50,000 or more in investible assets, (the minimum account balance) which includes existing share holdings that you v can transfer in-specie into the service
• Self Managed Super Funds with over $50,000 in shares or cash which can be transferred into the service with no tax consequences to the Fund
• Partnerships, Companies, Trusts, Associations etc with over $50,000 in shares or cash which can be transferred into the service with no tax consequences to the Fund

Investment minimums.

Investing in FPWS Managed Accounts is easy. You can bgin with as little as $25,000 in any one mandate subject to having the minimum 50,000 invested through the service. In addition to the intiial deposit you can make additional deposits, or establish a regular savings plan. Switching is generally between portfolio mandates should your personal circumstances change. The table below sets out key minimums you need to be aware of as an inestor in FPWS Managed Account.