Types of Accounts in Oak Capital
Oak Capital offers a range of investment accounts to its clients, including:
Oak Capital gives customers access to a variety of managed funds, such as multi-asset, fixed income, and equity funds. Some of the top investment managers in the world oversee these funds.
The company gives clients access to a variety of direct shares, allowing them to invest in certain businesses.
Oak Capital provides investment bonds as a tax-efficient means of making market investments. These bonds offer a variety of investment possibilities and can be used to pay for retirement or educational costs.
Oak Capital offers guidance and assistance to clients wanting to establish and administer a self-managed superannuation fund (SMSF) (SMSF). This service comprises help with the fund's creation, rule compliance, investment management, and ongoing assistance.
SMAs, or separately managed accounts, are a method for clients of Oak Capital to invest in a diverse portfolio of assets under the expert management of licenced investment managers. SMAs provide greater transparency and control over investing decisions and are a tax-efficient option to invest in the market.