Federation Managed Accounts

A contemporary and competitively priced investment administration platform

Solutions for investors and advisers

Federation Managed Accounts provides convenient and transparent investment administration that enables investors and advisers to construct an investment portfolio in line with individual goals and objectives. It is suited to individual or joint investors, SMSFs, companies, partnerships and trusts.

Key features

  • Investor ownership

    What makes Federation different to other platforms is an additional and unique equity-sharing opportunity. Investors in the platform can choose to participate financially in Federation Alliance, the platform’s promoter and distributor, and its future strategy by becoming a shareholder in the company. Investors who decide to take up the offer may participate in any future growth and dividends Federation Alliance aims to create from its activities, which may have the effect of indirectly reducing their administration costs.

    For further information please read the Federation Alliance Limited Prospectus.

  • Online capability

    Federation is an online platform designed to make it easy for investors to engage with their investments and monitor their account 24 hours a day, seven days a week. The Federation Portal provides investors and advisers with online access to investments to view and report on account details, portfolio valuations, asset allocations and performance analysis, and access a wide range of consolidated reports.

  • Investment choice and flexibility

    Federation Managed Accounts offers greater flexibility and responsiveness in portfolio construction by accessing a broad choice of investments, which may include managed funds, ASX listed securities, international listed securities, model portfolios (separately managed accounts), exchange traded funds, term deposits, fixed interest and cash. Investors can also access a selection of margin lenders to borrow from to invest in Federation Managed Accounts.

  • Transparency and control

    For investors looking for more control, Federation Managed Accounts can provide greater transparency around the fees paid for administration, investment and advice relating to accounts; and, through model portfolios, the ability to see how underlying investments are performing.

  • Ease of transacting

    Federation provides the convenience and efficiency of sophisticated transacting functionality, enabling advisers to place orders on their clients’ behalf across multiple investment types and market exchanges—all through one service.

  • Separately Managed Accounts (Model Portfolios)

    Investing in model portfolios gives an investor:

    • Professional investment management
    • Beneficial ownership of the underlying investments
    • Transparency of all assets, transactions and fees within the model portfolio
    • Tax efficiencies
    • Ability to tailor the portfolio by excluding specific stocks or locking the portfolio
    • An investment that avoids the embedded capital gains tax (CGT) and decisions of others

  • Individual tax management

    Investors in Federation Managed Accounts have beneficial ownership of the assets in their account, and will receive a separate and unique tax report to assist accountants in preparing tax returns each financial year. Investors can also select the ‘Tax Parcel Method’ for capital gains tax management:

    • FIFO (First in First Out)
    • Maximum gain/minimum loss
    • Maximum loss/minimum gain

Anita PerrottetFederation Managed Accounts