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VENTURA MANAGED ACCOUNT PORTFOLIOSVentura Managed Account Portfolios Superannuation (including Pension)Additional Information Booklet 3 August 2017This Product Disclosure Statement (PDS) is issued
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Ventura managed account portfolios are investment portfolios that are managed by a financial institution on behalf of individual clients.
Individuals or entities who have invested in ventura managed account portfolios are required to file relevant tax documents.
To fill out ventura managed account portfolios, individuals need to gather their investment information, income statements, and any relevant tax forms provided by the financial institution managing the portfolios.
The purpose of ventura managed account portfolios is to allow individuals to invest in diversified portfolios managed by professionals to potentially achieve their financial goals.
Information such as investment details, income earned, capital gains, and any dividends received must be reported on ventura managed account portfolios.
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