The benefits of Bellmont Managed Accounts

  • The investor maintains full beneficial ownership of the underlying shares
  • Assets held by a custodian in investors name
  • Complete transparency of underlying investments and transactions
  • Online portal provides up to date access to investments
  • Audited portfolio reporting (including tax)
  • Effective tax management (customised to each investor)
  • Portability – Move shares in and out of the managed portfolio without incurring costs or a tax event
  • No administration burden
  • Ongoing paperwork managed by Bellmont (corporate actions & dividends etc)
  • Telephone Access to the Portfolio Managers

Overview of Bellmont Managed Portfolios

Investors who utilise the Bellmont Managed Portfolios maintain full beneficial ownership of the underlying shares.

Bellmont Managed Accounts