Legal Documentation
DASH MDA Financial
Services Guide
Information about the DASH Investment Services Managed Discretionary Account service and how to invest.
- About the DASH MDA
The DASH MDA is a Managed Discretionary Account service where we invest and manage a portfolio of assets for clients on a segregated account basis. Your assets are held separately and are not pooled with other clients’ assets.
- Service Provider
DASH Investment Services Pty Ltd (AFSL No: 500032) issues this FSG. Dash Administration Services Pty Ltd manages, operates and administers the DASH MDA as Authorised Representative No. 1237411.
- DASH MDA Services
MiPlan Advisory is authorised to provide product advice on and to deal in the following strategies and classes of products:
Financial Planning Strategies:
Core Services Include:
- Investment Program validation and analytics
- Annual review reminders to Financial Advisers
- Quarterly and annual reporting
- Periodic portfolio rebalancing (at least annually)
- Specialised proprietary portfolio management software
Customisation Features:
- Investment rules and exclusions
- Trading constraints and preferences
- Tax effectiveness considerations
- Ethical investment preferences
- Asset allocation and management advice
- Asset Ownership & Investment Process
Asset Ownership Structure
- Non-Super MDA
- Super MDA
Unlisted Managed Funds
If your Investment Program includes unlisted managed funds, you must become an investor in uXchange (ARSN 618 455 673), a registered managed investment scheme used to hold unlisted funds. Equity Trustees Ltd acts as the responsible entity.
Investment Requirements
Investment must be advised through a registered Financial Adviser. DASH Investment Services and Dash Administration do not provide personal financial advice directly to clients.
- Significant Investment Risks
Important Risk Warning
Investing via the DASH MDA and granting discretions to other parties to manage your investments involves risk. These risks relate to both the performance of DASH Investment Services and the investments made through your Investment Program.
Risk Categories
Managed Account Risks
Risks associated with entering the Managed Account Agreement and using the DASH MDA service.
Investment Strategy Risks
Investment risks associated with the recommended strategy and financial products accessed.
- Contact & Licensee Information
DASH Investment Services
Entity: DASH Investment Services Pty Ltd
ABN: 20 610 852 456
AFSL: 500032
Address: Level 3, 157 Walker Street, North Sydney NSW 2060
Dash Administration
Entity: Dash Administration Services Pty Ltd
ABN: 43 609 025 130
Authorised Rep: 1237411
Role: Manages, operates and administers the DASH MDA
This FSG complies with ASIC Corporations (Managed Discretionary Account Services) Instrument 2016/968 and applies from December 2024 (Version 3.2).