We are particularly well versed across a wide range of investment options including shares, managed funds, property and fixed interest.
If, for instance you are a business executive and have part of your salary package structured as a bonus share allocation with a resulting significant overweight position in that single stock, the right solution for you could be about being able to extract a significant amount of the cash value of the shares without crystalising capital gains (i.e. no taxes payable), retaining full rights to the dividends and franking credits and creating a diversified portfolio of investments with the cash proceeds. This type of solution could encompass listed Australian shares or listed overseas shares.
The strategy works equally well if you have existing share investments that you don't want to sell but might want to withdraw some of the equity to invest to broaden your investment portfolio.