Clients of LemSec benefit from our disciplined approach to investment, in-depth research and access to public equity offerings and other securities issues. Your personal LemSec investment adviser draws on the expertise, resources and experience to meet your trading needs.
In particular LemSec provides clients with:
- Personalised advice on direct investment in Australian shares
- Access to selected new issues and placements
LemSec's 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.
LemSec offers a Capital Gains Tax Reporting service. This service tracks all trades enabling reporting of realised and unrealised tax positions for each investment. Reports can be provided regularly assisting clients with tax planning and taxation reporting obligations.
LemSec offers clients the ability to open cash management account with a highly competitive interest rate. The cash account is designed to act both as your core cash account for your investment activities and as a cash investment account. The benefit of the cash account is that it allows for:
- electronic transfer of funds including automatic settlement of your share trades
- for the automatic settlement of your funds for payment of securities
- for an at-call component
- Offers an online capability to allow you to monitor your balances
Leveraging a portfolio on a conservative basis can be useful strategy to enhance your ability to create wealth through great participation in the share market. If you 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.
