JMFG strives to provide services and products that create wealth and value for clients and to create an environment in which people can flourish.

There's a growing demand for individual portfolios where you choose your level of involvement. JM Equities, an operating division of JMFG, offers a range of options to suit your needs.

JM Equities advisers work closely with clients to determine the right investment choices to match their risk profiles and lifestyle choices. Clients can be completely involved in investment decisions via the Managed Portfolio Service (MPS) account or allow for daily decisions to be made by their trusted adviser via the Discretionary Portfolio Administration Service (DPAS) account or the discretionary Managed Portfolio Service (MPS+) account.

All the above choices provide clients with comprehensive quarterly and annual tax reporting which, with client approval, can be provided to third parties such as accountants. Other benefits include:

• Ensuring correct tax treatment of all transactions
• Maintaining all administration and documentation on the account
• Web access to view your portfolio daily and all trades completed on the account
• Arranging for third party payments
• Controlling all corporate actions significantly reducing your paperwork and potentially improving your access to corporate transactions such as IPOs and capital raisings
• Ongoing management fees are tax deductible in most cases

JM Equities Sponsored Accounts 

If you like to manage your own investment administration and decisions a JM Equities Sponsored account provides for this and offers basic reporting. You manage your administrative work, there are no ongoing management fees and you pay brokerage when you trade. Sponsored accounts still give you access to seek advice from your adviser to assist in making the correct investment decisions.

 If you would like to speak with one of our advisers or have any queries please email enquries@jmfg.com.au or call JM Financial Group on +61 3 9620 0566.