Bellmont manages share portfolios on the Australian market for Individuals, Self Managed Super Funds and Financial Advisers. We provide a comprehensive service which includes full taxation reporting, complete transparency, access to the investment managers, and unlike our competitors, no entry or exit fees.
Investors in our portfolios can choose between holding their portfolio in a traditional stockbroking account (Bellmont Direct Accounts) or a Separately Managed Account – SMA (Bellmont Managed Account), where a custodian and responsible entity handle all correspondence on the investors’ behalf. Both structures provide full beneficial ownership of shares to the end client, complete transparency and EOY reporting.
Bellmont Managed Accounts provide an online portfolio login as well as annual audited returns and lower fees making it the ideal choice for most investors. The Bellmont Direct Accounts give clients the option to veto investment decisions which can be useful for those clients looking for greater control, and may provide more flexibility regarding administration and reporting for some wholesale intermediaries.
|Managed Account (SMAs)||Direct Account|
|Access to Bellmont’s Portfolios|
|Beneficial Ownership of Holdings|
|EOFY Taxation & Performance Reporting|
|24 Hour Online Access|
|Ongoing Paperwork Managed by Bellmont (eg: Corporate Actions & Dividends etc)|
|Ability to Veto Investment Decisions|
|Minimum Account Size||$100,000 AUD||$1,000,000 AUD|
|Telephone Access to the the Portfolio Managers|