For Investors
About
Atticus Wealth focuses on developing transparent portfolios for clients and advice businesses alike, designed specifically to achieve investment goals.
Founded in 2015, Atticus Wealth emerged as a fresh approach to investing money, with the understanding that financial advice businesses have specific needs combined with a desire to put their clients at the centre of their approach. When Atticus Wealth was developed, we focused on adviser experience and feedback to help shape the result. We created the first adviser friendly service with better investment outcomes for clients.
Our fresh approach to investing
Unlike managed funds, which can be complex and hide the underlying investments, Atticus Wealth specialises in Separately Managed Accounts (SMAs) designed to deliver better outcomes for investors like you. SMAs allow you to optimise your tax position while providing greater transparency.
In developing our SMA solution, Atticus Wealth recruited some of the most experienced investment researchers and consultants in the market who work collaboratively with your investment manager to develop robust, diversified portfolios and help manage the investment process.
Know what you’re invested in
The fresh approach to investment allows you to have full visibility of your portfolio, see exactly what you’re invested in.
Better tax outcomes
SMAs give you better tax outcomes compared with managed funds. Meaning all income, credits and realised gains flow directly to you.
You may be able to transfer investments into your SMA portfolio which could potentially reduce capital gains tax or take advantage of franking credits attached to Australian shares.
Ongoing Expert Attention
Atticus Wealth have a team of highly experienced portfolio managers who actively manage all elements of your portfolio and will ensure an investment strategy aligned with your philosophy.
Why Choose Us
For peace of mind over your investments and a quality SMA at a competitive cost, choose Atticus Wealth.
Investments focused to your own goals
Greater transparency - see what you’re invested in
Tax effective outcomes
