MIDAS | FinancialStrategy

MIDAS Investment Management Solution

The Monitored Investor-Directed Asset Service (MIDAS®) is a unique blend of technology, proprietary software and modern investment selection tools that manages your investments according to your own specifications and to achieve your personal objectives.

Why MIDAS

Ninety-nine per cent (99%) of investors are herded into ‘pooled’ or collective investments, such as managed funds and investment trusts, which are managed according to the rules and objectives of the Fund Manager.

MIDAS is a personal investment management service that manages your investments according to your own rules.

MIDAS uses smart systems to:

Design an investment strategy which reflects your personal objectives, values and ethics.
Calculate the investment risk parameters that are most appropriate for your circumstances.
Determine your portfolio’s asset allocation to provide the best return for the lowest risk.
Recommend investments based on your individual needs and priorities.
Exclude those investments that don’t reflect your personal ethics and values.
Provide detailed and comprehensive reports on all aspects of your portfolio.

Benefits of MIDAS:

MIDAS is designed for investors who want to have control over their investments and make informed decisions about their financial affairs
MIDAS uses a unique blend of professional expertise and digital technology to design an investment portfolio to achieve your personal objectives in accordance with your own values and ethics
MIDAS integrates sophisticated software with comprehensive investment research and powerful investment valuation and management tools into a ‘smart’ system that manages your investments in accordance with your own requirements
Detailed, real-time reports enables you to make more informed decisions about your financial circumstances
You will also be able to hire our professional asset management team to manage your own investment portfolio to achieve your chosen objectives. It is like hiring your own personal fund manager – but much more cost effective

There are three simple steps to the registration process which takes about 10-15 minutes to complete. Our secure server saves your application so that you can make changes and complete it at a later time.

You can open your investment account by clicking below:

Superannuation and Ordinary (non-super) investment accounts can be opened for individuals, couples (i.e. joint accounts), partnerships, companies, trusts and self-managed super funds (SMSF).

Depending on the type of account you will also need to have the following information:

Superannuation and Ordinary (non-super) investment accounts can be opened for individuals, couples (i.e. joint accounts), partnerships, companies, trusts and self-managed super funds (SMSF).

Depending on the type of account you will also need:

Super:

Personal Superannuation Account (in your own name)

You will need an Australian mobile number, identification, bank account details, and tax details for each applicant. Please contact us if you do not have an email address or mobile phone number and we can arrange a paper application.

Self-Managed Superannuation - Individual Trustee(s)

You will need a copy of the SMSF trust deed, or an extract from the trust deed that includes at least the following information: full name of the trust and all of the trustees, street address of the SMSF, names and members of the SMSF and the signatory page. You will also need details of the other trustees, including an email address and mobile number for each trustee. Please contact us if any trustees do not have an email address or mobile phone number and we can arrange a paper application.

Self-Managed Superannuation - Corporate Trustee

You will need the latest annual company statement, a copy of the SMSF trust deed, or an extract from the trust deed that includes at least the following information: full name of the trust and the company trustee(s), street address of the SMSF, names and members of the SMSF and the signatory page. You will also need details of the director(s) of the corporate trustee, including an email address and mobile number for each director. Please contact us if all trustees do not have an email address or mobile phone number and we can arrange a paper application.

Personal Superannuation Account (in your own name)

Ordinary Individual Account

You will need an Australian mobile number, identification, bank account details, and tax details. Please contact us if you do not have an email address or mobile phone number and we can arrange a paper application.

Ordinary Joint Account

You will need an Australian mobile number, identification, bank account details, and tax details for each applicant. Please contact us if any applicants do not have an email address or mobile phone number and we can arrange a paper application.

Ordinary Partnership Account

Ordinary Company Account

You will need the latest annual company statement, full name and street address of the company, details of the director(s), including an email address and mobile number for each director. Please contact us if any directors do not have an email address or mobile phone number and we can arrange a paper application.

Ordinary Trust Account (individual trustee(s))

Full name and address of the trust, ABN and details of all of the trustees, including an email address and mobile number for each trustee. Please contact us if any trustees do not have an email address or mobile phone number and we can arrange a paper application.

Ordinary Trust Account (corporate trustee)

Full name and address of the trust, ABN and details of all of the company directors, including an email address and mobile number. Please contact us if any trustees do not have an email address or mobile phone number and we can arrange a paper application.

You can open your investment account by clicking below:

If you need specialist help to prepare your Investment Strategy, you can meet with one of the FinancialStrategy.com.au advisers by clicking below:

Open MIDAS Account

Meet an Adviser