We offer a full range of accounting & taxation services to help you and your business minimise your tax and meet your taxation compliance requirements.
Read More...
Our extensive range of services provides you with a “one stop shop” and shows you tangible ways you can improve your business – and your profits.
Take a look...
Are your assets protected? How can we help protect your personal and business assets?
Read More...
We are well qualified to fast track your journey to financial security. We can advise you and your business on all your financial planning needs.
Read More...
Managed Funds*
Managed funds work by pooling investors' money together and buying a large number of different assets (which may include shares, property, bonds and fixed interest).
Professional fund managers decide what percentage of the fund should be invested in each asset class, and also which countries, industries and stocks have the best prospects for good returns.
Each investor then receives "units" in the fund, with each unit representing a mix of all the underlying assets.
There is a wide range of different types of managed funds available – some offer access to one or two asset classes, and others offer a mix of everything. Some managed funds also allow you to mix the actual fund managers that select and maintain the underlying investments.
The specific investment style and process of each fund is outlined in its Product Disclosure Statement (PDS).
Managed funds are an ideal option for people who are:
| • | New to investing |
| • | Happy to outsource the selection of investments to professional manager/s |
| • | Have a small initial amount to invest (with the option to make regular additional contributions) |
| • | Seeking investment diversification to minimise risk |
*MCG Financial Solutions Pty Limited provides its financial planning services as an Authorised Representative of Count Financial
< back to Wealth Creation
View the range of calculators we have available to assist you in your financial decisions...
View Calculators
All the latest tax facts and information you need to know about personal and company tax...
View Tax Facts
