Apply to invest with Enhanced Asset Management

Request investment documents to begin your journey with Enhanced Asset Management.

Your investment with Enhanced Asset Management is via a Managed Discretionary account (MDA) on the Mason Stevens Wealth Platform.

You can apply as a:

SMSF trustee as a Retail Investor (Minimum investment $50,000),
Wholesale/Sophisticated Investors (in accordance with the requirements of Section 708(8)(c) and Section 761G(7)(c) of the Corporations Act the Client has either: (a) net assets of at least $2.5 million; or (b) gross income for each of the last two (2) financial years of at least $250,000 a year ).

Under one of the following structures:

Refer to the following resources below for further information on the Mason Stevens administration platform and Enhanced Asset Management.

Mason Stevens Global Investment Service Guide (including Managed Discretionary Account Service Terms) - Click DISCLOSURE DOCUMENTS