What is a Managed Discretionary Account?
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A Managed Discretionary Account (MDA) is a professionally constructed and managed portfolio of local and international shares and cash.
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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.
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The investor’s individual account is managed by BlackPearl Capital Partners using its value driven investment strategy.
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What are the benefits?
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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.
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BlackPearl Capital Partners MDA is as easy as a managed fund.
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Like a managed fund, our MDA allows you to:
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manage all your investments through the one platform/account
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invest through a super, pension, investment or self-managed super account
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diversify your portfolio and get access to both local and international shares
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gain access to different companies, industries and sectors
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access BlackPearl Capitals fundamental value driven investment strategy
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However an MDA is different in that it allows you to:
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have full transparency and view all your shares in one account
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save in management costs
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help minimise the impact of inherited capital gains tax
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minimise tax when you transfer shares into the MDA
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have full access and view the value of your account 24/7
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