AUSTRALIAN EQUITIES
Taylor Collison's private client advisers offer a pre-eminent standard of professional service and advice. Our client advisers and research analysts work as a team, assessing investment opportunities on a daily basis.

Our client advisers will assist you to understand the outlook for a wide range of sectors, stocks and investment strategies. They can guide you to build a portfolio which is appropriate for your investment objectives, financial situation and particular needs.

PORTFOLIO MANAGEMENT SERVICE
Our Portfolio Management Service provides clients with the benefits of ongoing investment advice. Features of the service include:
regular portfolio reviews
ongoing monitoring of your portfolio
proactive investment advice
ability to consider the tax position of each investment decision
corporate actions advice
implementing all investment transactions (e.g. dealing with new issues,
  takeovers, redemptions etc.)
collection of correspondence and recording of all investment income and
  expenses
maintaining capital gains tax records
regular reporting


PORTFOLIO MANAGEMENT AND ADMINISTRATION
Managing an investment portfolio is a time consuming task. Successful investment management requires constant attention and accurate up-to-date information in order to make informed decisions. Our Portfolio Management Service provides a range of administration, tax and investment reporting functions which are designed to ease the workload and enhance overall performance. Portfolio management and administration services include:

CAPITAL GAINS TAX REPORTING
The Capital Gains Tax Reporting service tracks all trades to enable reporting of realised and unrealised tax positions for each investment. Reports are provided regularly to assist clients with tax planning and taxation reporting obligations.

SELF-MANAGED SUPERANNUATION
Most individuals are confronted with superannuation decisions as a result of compulsory employer superannuation. In addition, the tax benefits of investing in superannuation may make it an attractive and sensible savings vehicle. Your client adviser can assist you to develop and implement an appropriate investment strategy and asset allocation for your
self-managed superannuation fund.

DERIVATIVES
Our client advisers are licensed to outline both the features and benefits of using derivatives, including options and/or warrants, as part of your overall investment strategy. We understand that the use of derivatives is not suitable to all investors. Your client adviser can help to assess the appropriateness of derivatives as part of an investment portfolio.

FIXED INTEREST
Fixed interest securities can form an essential part of a balanced portfolio. Your client adviser will help you select investments that are appropriate to your personal circumstances and requirements, aiming to provide superior strategies to achieve improved returns and timely interest and redemption payments.

CASH MANAGEMENT
Taylor Collison can assist you to establish a cash management account with a leading financial institution, paying a highly competitive interest rate. With your authorisation, proceeds from shares sales can be credited to your account where your funds will begin to earn interest
immediately. Similarly, funds for payment of securities can be settled automatically from your cash management account.

MARGIN LENDING
Using a margin account or leveraging your portfolio means borrowing against your existing assets to invest in the market. Leveraging a portfolio on a conservative basis is a useful strategy for many investors. If you decide that the benefits of leveraging an asset or portfolio outweigh the risks inherent in the strategy, then your client adviser can recommend the best intermediary to suit your individual circumstances.

INSTITUTIONAL DEALING
Taylor Collison has a professional team of specialist institutional equities dealers. Our team provides major Funds Management clients, across Australia and in Asia, with a comprehensive institutional transaction service.

Our institutional dealing team focuses on providing clients with innovative advice and efficient execution. Our aim is to support our institutional clients with high-quality research that will lead to significant portfolio outperformance.

We have extensive knowledge and experience in the communication of company research, the provision of institutional advice, the management of stock placements and underwritings and the execution of trades. Our dedicated team of professionals has a track record of performance which has given our clients confidence in our ability to continue to identify value and generate wealth.

Our relationships with senior management of listed corporates, non-executive directors and industry figures enable us to provide highly relevant information to our institutional clients in a timely fashion. Taylor Collison considers integrity in dealing, maintenance of strong client relationships and objective analysis as being essential to the delivery of a quality investment service.