BLACKPEARL CAPITAL PARTNERS

Suite 6 Level 6, 70 Pitt St 

Sydney NSW 2000

Phone: (02) 8072 8835

Email: info@blackpearlcp.com.au

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BlackPearl Capital Partners Pty Ltd ABN 8460 1537 786 is a Corporate Authorised Representative (No. 466043) of (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

What is a Managed Discretionary Account?

A Managed Discretionary Account (MDA) is a professionally constructed and managed portfolio of local and international shares and cash.

The investor has their own individual account and therefore is the beneficial owner of the underlying securities. This means the investor directly receives the dividends and franking credits from the underlying shares.

The investor’s individual account is managed by BlackPearl Capital Partners using its value driven investment strategy.

 

What are the benefits?

An MDA offers many benefits. These include professional portfolio management, the transparency to view the shares held in the account and competitive price and tax effectiveness.

BlackPearl Capital Partners MDA is as easy as a managed fund.

Like a managed fund, our MDA allows you to:

  • manage all your investments through the one platform/account

  • invest through a super, pension, investment or self-managed super account

  • diversify your portfolio and get access to both local and international shares

  • gain access to different companies, industries and sectors

  • access BlackPearl Capitals fundamental value driven investment strategy

However an MDA is different in that it allows you to: 

  • have full transparency and view all your shares in one account

  • save in management costs

  • help minimise the impact of inherited capital gains tax

  • minimise tax when you transfer shares into the MDA

  • have full access and view the value of your account 24/7