Saving Fees Through Shares

Shares, like property investments, are a growth asset. The team at Financial Adviser Sydney are experts in direct share investments that grow your capital through diversification of companies and sectors. Unlike stockbrokers, we charge flat fees for advising on direct shares so our clients have the peace of mind in knowing we are not incentivised to churn your share portfolio to generate our income.

Regular buying and selling of shares generates higher fees for stockbrokers and greater tax liabilities payable by investors (capital gains tax), and if you invest through a managed fund, new investors inherit the tax liabilities of existing investors. Managed funds also incur annual management fees and active fund managers tend to turnover a share portfolio more often to generate returns that may look good on a nominal basis (pre-tax basis), but look poor once tax is paid on the income/non discounted capital gains.

Direct shares, on the other hand, are more tax effective and can save you money in the long run. Contact us today to find out how.

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