For Advisers

Navigators premier investment service provides:

• a choice of over 250+ investment products from over 40 fund managers including: boutique funds
  
• sophisticated strategy funds
• our nine Pre select (multi-manager options) 
  
• ability invest in a range of ASX listed shares
  
• easy to understand statements that include portfolio valuation, income received, summary of transactions, tax reports and product profiles
  
• transparent, flat fees with discounts for balances over $300,000
  
• business support including; technical strategy and research information, as well as the latest in client management and online transacting tools
  
• effectively manage capital gains tax implications, by selecting the parcels of units to be switched or redeemed for your clients with n-link online transactions
  
• wealth protection options to cover the financial consequences of sickness, injury, disability or death
  
• margin lending to gear your clients investments and magnify their returns
  
• regular quarterly consolidated statement reporting, including Navigator Share Service holdings
  
• tailored tax treatments and reporting for different entity types - individuals, companies, trusts or super funds
  
• easy to set up and manage Self Managed Super Funds
  

In specie transfer guidelines

In specie refers to the process of transferring assets without actually selling the underlying investment product. This includes shares held direct in your client’s name, units or shares in another portfolio administration services or from retail funds.

We accept in specie transfers into the Navigator Personal Investment Plan.

What are the benefits?

• consolidation of investments
• consolidated reporting
• removes the risks associated with time ‘out of the market’
• transferring assets without realising capital gains (Navigator Personal Investment Plan only)
• further discounts available on the Navigator administrator fee (for higher balances, capping and account linking)