Introduction

View your portfolio online, run reports, read the latest financial news from around the globe and access a range of impressive investment opportunities by harnessing the power of the Linear Managed Account, investment platform.

Investment Choice

Through the Linear Managed Account investors can select from a range of professionally managed Model Portfolios, called Separately Managed Accounts (SMA’s) and Self-directed investments which include managed funds and ASX listed securities.

Each investor receives a central working cash account earning a competitive interest rate from which all dividends and interest income is deposited into and all purchases and sales are settled and fees deducted.

Administration Ease

As the Responsible Entity, Linear takes care of all your investment paperwork, deals with investment managers, processes and settles investment changes and keep your account information up to date.

Portfolio Reporting

As a part of the online account access you receive a selection of portfolio reports covering valuation, taxation, performance, fee analysis, purchases and sales, capital movements and investment allocations. Reports can be run over individual accounts and multiple accounts, where you have more than one account. This provides an accurate up to date analysis of your investments.

At year end Linear produces audited tax statements on your account with an annual tax summary that can be relied upon for the preparation of tax returns.

News and Research

Access the latest news from around the world covering all investment markets including equities, currencies, bonds and metals. In addition view local and international market data and read a range of research reports from a range of respected authorities including investment managers, banks, investment banks, brokers and research houses.

How to Invest

To invest in the Linear Managed Account you must read the Product Disclosure Statement (PDS) and complete the application form. In order to receive the PDS you must be an authorised financial adviser, registered with Linear.

To find out more contact our Business Development team on 1300 669 891