The Intrinsic Barristers and Solicitors
Managed Discretionary Account (MDA)

The Intrinsic Barristers and Solicitors Managed Discretionary Account (MDA) investment service has been developed specifically for the needs of busy legal professionals.

We understand that many legal professionals don’t have time to establish or manage or administer their own Australian equity portfolios.

Our Barristers and Solicitors MDA does all of this for you.

You may be particularly interested to know that after your complete the application, there is no further paperwork or administration.

We will manage your personal portfolio as if “we were standing in your shoes” thereby allowing you time to develop your practice.

Further details are provided below (and in our Barristers and Solicitors MDA brochure) suffice to say here that:

• Your personal portfolio will be managed by an experienced investment team;

• You will have your own portfolio manager available to you at anytime;

• You will be able to monitor your portfolio over the internet at anytime;

• You can avail yourself of tax benefits; and

• After you complete an application we will provide you with a personalised statement of advice and recommended investment program free of charge.

The Barristers and Solicitors MDA offers you all of the same features and benefits of our other MDA investment services. For example, our Foundation Investment Account (FIA); Personal Investment Account (PIA) and Private Investment Management Service (PIM) are all available part part of the Barristers and Solicitors MDA portfolio. In addition we can structure a fee schedule to meet your specific needs.

After you complete an application we will provide you with a personalised statement of advice and recommended investment program free of charge.

If you wish to make an on-line application and receive a personalised statement of advice and recommended investment program please click here.
 

Before applying to use the Barristers and Solicitors MDA service you should read our Financial Services Guide.

Key Features

Our Barristers and Solicitors managed discretionary account (MDA) is ideal for busy professionals who don’t have time to

·        establish,

·        manage and

·        administer their share portfolio.

 We’ll do all three for you.   

Investment Management

We will create and manage a customised share portfolio to meet your personal investment objectives, needs and preferences.

We are professional investment managers who have collectively managed more that $23bn for some of Australia’s largest funds managers. Our team has each had more than 20 years of relevant share market experience.

Our Managing Director is Glenn Woolley, former Chief Investment Officer at ANZ Banking Group and winner of Superannuation fund manager of the year. (Glenn has also appeared as an expert witness on company valuation methodologies and shareholder behaviour).

Administration

We save you valuable time. We will get you set up and do all the paper work for you.

We provide on-going portfolio administration and a tax pack for your accountant. To see a typical example, please click here.

To see an on-line demonstration account click here.

We will liaise with your professional advisers and accountant to ensure a smooth transition and on-going management of your portfolio.

You don’t need to do a thing.

Personal service and advice

You will have your own portfolio manager responsible for listening to you and managing your customised portfolio the way you want it managed. You can contact him at anytime. 

If you want assistance / advice about your investment plans, we can assist you.

If you need assistance in financial and estate planning, insurance, superannuation and equity finance we can help you find the appropriate people and services.   

Tax advantages and control

There are many tax advantages to having your own personal share portfolio rather than a pooled .
(By choosing our MDA your investments are not pooled with the investments of others).  

We will manage and administer your portfolio as if we are “standing in your shoes”. But you retain ultimate control. You can see and download your portfolio from our web site at anytime.  

Investment Performance

Our performance has been first rate. We have consistently been in the 1^st quartile of our peers.  

Fees

We offer wholesale fees for our clients. We can structure a fee schedule to meet your specific needs.  

We only charge an investment management fee and as your portfolio value rises the rate reduces.  

Choice

We offer three MDA services. Our Foundation Investment Account may suit investors wanting less of the features of our Personal Investment Account (PIA) or Private Investment Management service (PIM) with a commensurate reduction in fees. Our minimum investment amount is $50,000.

Our Personal Investment Account offers deep portfolio customisation and is best suited to those wanting a portfolio of $100,000 to $1m.

Our Private Investment Management Service will suit investors with complex needs wanting more than $1m in the share market.

If you want to learn more about MDAs please click here.

To compare our MDAs with traditional unit trusts and share broking services by clicking here.

Our investment performance has been good.