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 Benefits of Memberships

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Membership of InvestorOne gives you access to some very special content including:

InvestorOne.tv

InvestorOne.tv provides members with a wealth of knowledge and information with the click of a button. Our media centre contains a wide array of videos regarding a number of topics already available to view online, with new videos constantly being added, making this a valuable resource for any member.

A clear and guided presentation allows you to easily navigate through countless resources, compiled into easy to understand videos.

InvestorOne.tv is making available information previously only available to industry professionals. Now anyone can acquire the benefits of those in the know.

With core areas such as investment structures, property investment, superannuation, trusts and asset protection, members can quickly achieve comprehensive knowledge of this specialized information.

InvestorOne.tv provides vital information for investors, small business and mums and dads alike.

Go further with InvestorOne.tv.

Precedent Resource Centre

The Precedent Resource Centre provides a total solution to all your structuring and planning needs. With an extensive range of precedent documents, how to guides, papers, articles and strategies including videos, the Centre makes the task of structuring a property purchase or establishing a testamentary will easy.

The documents and other material are all prepared by professionals who advise on the products and are at the pinnacle of their respective fields. The service also comes with support for those who may need further assistance.

We set out to ensure that all of the documents in the Precedent Resource Centre are current, by regularly reviewing them for compliance with the most recent decisions of the courts and tribunals and legislation. We also ensure that all of our documents are practical and workable, by listening to your needs.

The Precedent Resource Centre also offers a customized precedent option. Assure your clients the comfort that they are dealing with a trusted organization by branding a selection of our products and services with your organisation?s name and logo for a once off nominal fee.

The Precedent Resource Centre is an exemplary utility that is at the foreground of our service. Additionally, members are provided with a discount on the price of all precedents, and further reductions apply for electronic-only versions of deeds.

Special Reports

InvestorOne special reports keep you advised and up to the minute on the topics that concern investors most. These highly influential articles ensure you maintain the competitive edge in matters such as superannuation, investment structures, property investment and managed funds.

Updated as the important issues come to hand, our special reports are a vital tool for any member. Each topic is addressed in intricate detail, whilst ensuring anyone, from professionals to mums and dads, can easily interpret and digest the information.

Compiled by professionals at the height of their respective fields, InvestorOne special reports are a valuable source of information and education. Our hard-hitting reports are an important benefit to members of InvestorOne. We seek to find the issues that dramatically effect investors, and bring them to the foreground, together with advice of what to do should the situation come to affect you. Get the right information and insight with InvestorOne.

Managed Funds

The Managed Funds search facility allows you to easily and efficiently search for a Managed Fund under several categories. The statistics are updated once a day and all funds are open Investment Trusts, and have net assets greater than $10m.

The ease and accessibility of this function is a valuable tool, in particular, for members not already educated in the area of managed funds.

Funds are separated under categories such as Australian equities, international equities, listed and unlisted property, Australian fixed interest, international fixed interest, and other. This helps to minimize the confusion when searching for the right product for you.

Morningstar have provided a five-star rating system to further aid members in comparing and contrasting managed funds at a glance.

The Managed Funds service also allows you to list funds in order in relation to each category, such as by name, Morningstar rating, total percentage of a return in one year, and the APIR code. An APIR code is the Asia Pacific Investment Register code, a standard identifier for products in the financial services industry. The system has been designed to meet industry and regulatory needs while being understood by, and accessible to, the public. PRI?s are permanent identifiers and remain current for the life of the individual or business structure.

Discover the options available to you today with InvestorOne.

Administration

The administration feature available on InvestorOne offers you daily updates in relation to the performance of your managed funds in order to assist you in pro-actively managing your portfolios.

The administration service performs daily processing of investment purchases and sales, dividends, managed fund distributions, interest income, other income and other expenses. It notifies investors of corporate actions such as mergers, demergers, bonus issues and rights issues. Daily maintenance of capital gains records, daily revaluation of investments and daily transaction banking all help you stay on top of the products that concern you.

Daily administration means a prompt and timelier attendance to compliance matters. Issues such as superannuation lump sum benefit payments, super contributions and pension payments are picked up and processed when they occur. Consequently, these compliance activities can be undertaken on your behalf and lodged by the due dates, ensuring that you?re never left behind.

The administration facility guarantees minimal requirement on your behalf for a maximum result.

Stay abreast of the constantly fluctuating managed funds market with InvestorOne.

Other Benefits

As a member of InvsetorOne, you gain exclusive access to a vast selection of information and resources. Furthermore, members receive preferential rates on a diverse range of products. Documents such as companies, trust deeds and superannuation funds are all available at a discounted rate to members only.

In addition members receive special documents like counsels opinions, pre drafted ATO ruling requests and various other letters of advice.

Invest in your future and equip yourself with InvestorOne.