Individually Managed Accounts
Private discretionary accounts, fully managed and administered by Leyland Private Asset Management and available to clients with at least A$500,000 to invest.
IMA’s allow for a tailored investment strategy to be developed and implemented efficiently, whilst also providing full transparency as to the content and performance of the portfolio.
When establishing an investment mandate we discuss with each investor their individual goals, preferences, existing investments and personal disposition.
Direct Share Ownership
Investors receive all the benefits of direct share ownership, including voting rights, dividends, franking credits, rights issues and share buy-backs. Investments are held directly by the client ensuring that the assets are fully protected.
All administration associated with the portfolio is managed by Leyland Private Asset Management.
Comprehensive, yet straightforward online reporting allows clients to view their investments & performance in real time.
The table below outlines the difference between IMA’s and alternative forms of managed investments.
|Direct access to portfolio manager||No||No||No||No||Yes|
|Personalised corporate actions||No||No||No||No||Yes|
|Input into investment decisions||No||No||No||No||Yes|
|Direct ownership of underlying securities||No||No||No||Yes||Yes|
|Embedded tax Liability||Yes||Yes||No||No||No|
|Capital losses applied to||Future gains within structure||Future gains within structure||Future gains within structure||Any current or future gains||Any current or future gains|
Individually Managed Accounts are only available for clients who qualify as wholesale for the purposes of section 761G of the Corporations Act 2001 (Cth).