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Why use Aegis?
Compared to investing directly, there are a number of key benefits to using Aegis - all designed to save you time and money.
| INVESTING VIA AEGIS | INVESTING DIRECTLY |
| Access to investments | |
| Access a wide range of local and offshore listed investments and managed funds, some of which are only available through an investment platform. | Generally, no access to wholesale managed funds. |
| Pricing | |
| Fees for managed funds generally at wholesale prices. | Retail pricing applies, which can be considerably more expensive than wholesale pricing. |
| Minimum brokerage for listed investments may be overcome through aggregation with a number of investors buying or selling the same listed assets. | Subject to minimum brokerage for small purchases or sales. |
| Brokerage generally at lower rates. | Higher brokerage rates usually apply. |
| Administration | |
| Purchases and sales arranged by Aegis, on electronic instruction from your investment professional. | Arrange for purchases and sales yourself with each fund manager or via a broker for listed investments. |
| Administration paperwork received and handled by Aegis. | Investment paperwork handled by you. |
| Aegis reconciles your investments for you. | You keep track of the investments you own. |
| Cash distributions are applied to your Aegis Cash Account and available immediately for reinvestment. | Cash distributions paid to your nominated bank account - you will need to arrange the reinvestment of these distributions. |
| You only need to advise Aegis of changes to portfolio details such as tax rates, postal addresses and bank accounts. | You need to advise all fund managers, brokers and registries individually of changes in your portfolio details. |
| Reporting | |
| Daily investment updates on current prices. | Update the value of your investments yourself. |
| Portfolio valuation and performance reporting for any investment period. | Calculate your own portfolio valuation and performance. |
| Complete cash and asset transactions history. | Maintain your own record of portfolio activity. |
| Progress reports on investment activity. | Monitor your own investment activity. |
| Comprehensive tax reporting for your portfolio including details of gross taxable income, tax deducted, deductible expenses, Portfolio Investment Entity (PIE) tax and foreign investment tax calculations. | Maintain your own records for preparing your tax return or have your accountant do this for you. |