Introducing Forsyths Investment Portfolios

We are excited to introduce a new investment service for our clients - the Forsyths Multi-Asset and Income Portfolios. These professionally managed portfolios, developed in partnership with Bellmont Securities, provide a diversified and structured investment approach tailored to your needs and structure as SMAs which are highly tax efficient. They are available exclusively for clients of Forsyths through a Forsyths Adviser.



You can choose from two multi-asset portfolios, each with 70% invested in growth assets (such as shares, property, and infrastructure) and the remainder in defensive assets (such as cash, bonds, and fixed income). Alternatively, our Australian Share portfolio is designed to deliver a high and stable income stream (including franking credits), targeting a yield ~1% higher than the ASX200 over a five-year investment horizon. You can invest in any combination of these portfolios within structures such as SMSFs, trusts, companies, or individual accounts.

To ensure the highest quality investment management, we conducted a competitive tender process with over 40 firms before selecting Bellmont Securities, a 100% Australian-owned firm with an 18-year track record. Their experienced team includes Adjunct Professor Michael Block, former CIO of Catholic Super ($11bn AUM), and Portfolio Manager Daniel Deverich, an Australian equities specialist.

If you’d like to learn more, get in touch or explore our fact sheets below:
- Index-Plus
- Strategic-Multi
- Australian Equity Income


For more information contact a Forsyths team member today.

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Disclaimer: Any representations, opinions or statements are based on our understanding of the relevant legislation as at the date of issue. Although every effort has been made to verify the accuracy of the information contained in this material, Forsyths, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.

Warning: This information is of general nature only and is not intended as a personal advice. It does not take in to account your particular investment objectives, financial situation and needs. Before making a financial decision, you should assess whether the advice is appropriate to your individual investment objectives, financial situation and particular needs. We recommend you consult a professional financial adviser who will assist you. Any references to past investment performance are not an indication of future investment returns. You should also obtain a copy of and consider the Product Disclosure Statement (PDS) for any financial product mentioned before making any decision to acquire a financial product.

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