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Financial Advisers
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.
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In addition to the firm's long-term investment approach, Beanstalk views its post-tax work and performance as a competitive advantage.
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To allow your clients to benefit from this tax efficiency, Beanstalk's investment portfolios are available via platform based Separately Managed Accounts (SMA) with a minimum investment of as little as $A20,000. The Beanstalk portfolio manager selects individual stocks and manages your client's investment providing transparency and tax efficiencies as individual shares are held in the client's name.
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Investments into Beanstalk SMA portfolios can be made by individual, trust, company, partnership and SMSF account structures.
Performance Data
Advisers subscribing to Morningstar can access our SMA performance data through the Morningstar Direct login.
How to Invest
Financial advisers wishing to use the Beanstalk portfolio strategies for their clients are able to do so through:
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A platform based Separately Managed Account, or
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A model portfolio agreement at the dealership level
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Reach out to us using the form below and we will be in touch with further details.