| Life is hectic enough already, between
work and family there is little time and energy left to devote
to managing your own investment affairs… So we decided
to make it easy for you.
QSmart is the foundation of
your wealth creation
and investment success
QSmart is the foundation of your wealth creation and investment
success QSmart is your one stop shop delivering a reporting
and management system that covers your entire investment portfolio,
including managed funds, direct shares, bank accounts and
property. All data is collected and reported to you on-line,
24 hours a day, 7 days a week.
QSmart offers you a comprehensive selection of investments
and then manages and administers these assets at a level and
cost of your choosing.
Under QSmart, you retain full control of your investments,
you make the decision and then it happens around you, we just
report and keep things simple and compliant.
| Who
Should Use QSmart
· Individual Portfolios
· Self Managed Super Funds
· Private Pension Funds
· Private Investment Portfolios
· Private Unit Trusts
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QSmart is the foundation of your wealth creation and investment
success. In the ever evolving and changing investment markets
QSmart delivers a clear and concise path to making the best
decisions for your long-term wealth creation. The information
overload as a result of today’s frantic level of communication
is moderated to allow you to make informed and knowledgeable
investment decisions.
QSmart is tailored to your individual circumstances and provides
and encompasses the existing structures that hold your investments.
|
3 Levels of Service are offered
by QSmart - You choose the level of service to suit
your priorities
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QSMART Service
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Meetings
p.a. |
4 |
2 |
0 |
Reports
p.a. |
4 |
4 |
1 |
Newsletter |
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- online |
On
Line access |
24/7 |
24/7 |
24/7 |
Help
Desk |
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Priority
Invest’s |
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Tax/Accounts |
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Tax
fees Rebate |
N/A |
15%
of fee |
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Tax
Advice |
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Investment
Advice |
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Share
Broker |
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Pension
account |
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Asset
allocation |
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Research |
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| The
Gold Service will provide a whole
range of reports and full compliance with
tax, accounting and investment reporting.
It includes asset allocation, quarterly
meetings, and access to research reports.
|
| The
Silver Service which provides assets
allocation, reporting and a rebate on any
tax services. It includes 2 meetings per
annum to refine your asset allocation.
|
| The
Bronze Service which we call the
“shoe box”, which provides a
container to collect all your investments
income and transactions so that you have
a full report on these items to help you
and your accountant complete your tax returns.
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A Unique part of the Gold Service is
the total management and administration of your investment
portfolios
QSmart Gold Service Steps:
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1. Complete Analysis
of Objective and Aims
In making any investment recommendation it is essential
that we spend time analysing your objectives and aims
and defining your goals for the next 3 to 5 years.
2. Define Risk Profile &
Develop the Wealth Plan
Each investor carries a different risk attitude, it
is therefore essential to define what type of investments
fit the profile and what level of diversification is
therefore required.
From this an Investment Strategy is developed, we call
this your "Wealth Plan".
|
3. Monitoring
and Reporting
Absolutely essential.
Accurate and timely reporting is a must. We provide
a comprehensive report on a quarterly basis that shows
an exact picture. From this we analyse and make recommendations
to ensure the portfolio remains positioned to achieve
the stated objectives.
4. Taxation & Compliance
Essential to have your taxation matters attended to
in a timely and efficient manner. Your QSmart portfolio
is downloaded directly into the QAP Tax and Accounting
systems ensuring full tax compliance and lodgement.
Its all covered under your QSmart cost.
|
Research
All research is completed via live feeds from a number of
sources. One main source we have is via research houses in
Australia who report on all listed shares (some 4,000) and
nearly 6,000 managed funds throughout Australia and New Zealand.
Stock Broking
We are linked directly to the ASX via our recommended broker
– Sanford Securities. We can monior, trade and make
recommendations to your direct shares – “Live”
and “Online” using our Virtual Broker account
or you can choose your own broker.
How do I proceed?
1. Select the service level you require
2. Fill in the application
3. Provide details of your investments
4. QSmart loads the information
5. Your reporting system is ready to go!
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