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Ellison Financial Services provides extensive services for advisers providing managed account services to their clients. The 6 key aspects of the service are:

o Daily administration of the investment portfolios operating under the managed account service
o Investment management options to reflect the style of management being provided including fully discretionary and non discretionary arrangements
o Integrated SMSF compliance services where required o Online reporting for clients and advisers
o Full tax reporting
o Administration of all assets

Ellison Financial Services provides an administration platform for providers of managed account services where the provider is licensed to act as a managed discretionary account (MDA) operator.

The administration platform can be used for accounts operated under the MDA regime or those operated as Separately Managed Accounts (SMAs).

Ellison Financial Services is also authorised to act as an MDA Operator to provide managed discretionary account services and can do so in conjunction with an MDA Adviser.

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  • John Ellison: Authorised Representative 311546
  • sub authorised representative of Ellison Financial Pty Ltd
  • for Lifespan Financial Planning Pty Ltd AFSL 229892
  • ABN: 64 131 232 543
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