Stockspot
Stockspot: “Stockspot is the financial advisor making investing easy. We build you a smart, personalised portfolio using proven investment strategies to grow your wealth.”
Can I invest through an operating company or investment company?
“Yes. Stockspot supports registered Australian companies, including businesses investing surplus cash and companies established primarily to hold investments.”
View in the company profileHow do you choose the right portfolio for my company?
“We ask about your company's goals, investment timeframe, financial position and risk preferences. We then recommend a diversified portfolio suited to the information provided.”
View in the company profileHow much company cash should I invest?
“Companies should generally keep enough cash available for tax, payroll, operating expenses and unexpected costs. Funds that will not be needed in the short term may be more suitable for investing. We also have a short term savings investment solution for clients.”
View in the company profileCan my company withdraw its money?
“Yes. Your company can request a withdrawal from its Stockspot account.”
View in the company profileDo you offer a lower-risk option for company cash?
“Yes. Stockspot can recommend a portfolio based on your company's timeframe and risk profile.”
View in the company profileCan my company receive investment income?
“Yes. Your company can choose to have portfolio income reinvested or distributed quarterly.”
View in the company profileWhat reporting will my accountant receive?
“Stockspot provides consolidated annual tax reporting and supporting portfolio documents. These can be shared with your accountant to help prepare the company's accounts and tax return.”
View in the company profileWho owns the investments?
“The investments are held under your company's own Holder Identification Number, or HIN. This identifies the company as the holder of the investments.”
View in the company profile