Do investment profiles need to be in my name?

There are a number of profile types that you may invest through:

  • Individual – for investments that are held in your own name
  • Joint Holdings – for investments that are jointly held by more than one person
  • Trust – for investments that are held in a trust structure for beneficiaries
  • Superannuation Fund – a type of trust used to hold investments purchased with superannuation contributions
  • Company – for investments that are owned by a company or business

If you are unsure of what type of investment profile to use, please speak with your accountant or financial adviser.

Do you have more questions? Feel free to send them in to us