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Direct Investors
At Beanstalk, we aim to generate outstanding pre-tax returns. We also undertake considerable work to generate efficient post-tax returns. For example, in a superannuation environment taxed at 15%, Beanstalk's long-term Australian equity performance demonstrates post-tax returns of 0.40-0.50% above pre-tax returns.
In addition to the firm's long-term investment approach, Beanstalk views its post-tax work and performance as a competitive advantage.
To allow you to benefit from this tax efficiency, Beanstalk's investment portfolios are available via platform based Separately Managed Accounts (SMA). The Beanstalk portfolio manager selects individual stocks and manages your investment providing transparency and tax efficiencies as individual shares are held in the investor's name.
Investments into Beanstalk SMA portfolios can be made by individual, trust, company, partnership and SMSF account structures. Please note that the Beanstalk Global 15 Portfolio is not currently available as an SMA portfolio.
How to Invest
Direct investors wishing to use the Beanstalk portfolio strategies, including those looking for SMSF portfolio solutions, are able to do so by:
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accessing our Separately Managed Accounts on the Hub24 Platform (Please note that applications require accountant certification of sophisticated investor status), or by
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speaking to your financial adviser about accessing our portfolios through a platform based Separately Managed Account
If required, reach out to us using the form below and we will be in touch with any further information we might be able to provide.