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Managed Funds & Direct Investments
At Squared Financial Solutions, we offer a broad range of investment solutions tailored to your goals, timeframes, and risk profile. Our advisers may recommend managed funds, direct shares, or a combination of both as part of a well-diversified investment portfolio. Backed by comprehensive and independent research, we ensure each recommendation is aligned with your long-term objectives.
Managed Funds
What is a Managed Fund?
A managed fund pools money from multiple investors into a single investment, which is managed by a professional fund manager. These managers make investment decisions in line with a stated objective or strategy — such as growth, income, or capital preservation.
Managed funds may invest across a wide range of asset classes including:
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Australian and international shares -
Property and infrastructure -
Fixed interest and bonds -
Cash and alternatives
They can also be tailored to specific sectors, themes, or regions (e.g., technology, ESG, Asia-Pacific). As an investor, you own “units” in the fund, and the unit price will fluctuate based on the performance of the underlying investments.
Managed funds can be a powerful tool for diversification, especially for investors who may not have the time or expertise to manage individual assets.
Direct Shares
What Are Shares?
Shares represent part-ownership in a company. When you invest in shares, you become a shareholder — which means you have the potential to benefit from:
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Capital growth, as the share price increases -
Income, via dividends paid by the company -
Tax advantages, including franking credits and CGT discounts
Shares are typically suited to medium and long-term investment strategies and are a key component for capital growth in many portfolios. Most publicly available shares in Australia are traded on the ASX (Australian Securities Exchange) or Cboe Australia (Chi-X).
Shares can be held in a variety of ways:
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Directly in your personal name -
Inside a superannuation or SMSF -
Through an Investor Directed Portfolio Service (IDPS)or platform account -
Within a managed fund or ETF
Our advisers will help determine the right approach and ownership structure based on your personal situation.
What Investment Goals Can Shares Support?
Shares and managed funds can support a wide range of goals, including:
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Building long-term wealth -
Saving for retirement -
Generating passive income -
Meeting medium-term capital needs -
Structuring tax-effective investments
Let’s Talk
Whether you’re new to investing or looking to optimise your existing portfolio, our advisers can help you understand the options available and build an investment strategy tailored to your goals.
Book a consultation today to explore how managed funds, direct shares, or a combination of both could work for you.
Get In Touch
Have a question or comment?
Submit your details and we’ll be in touch.
Phone
Email
contactus@squaredfinancial.com.au
Address:
14/20 Commercial Rd Melbourne VIC 300
