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.