100 Points of certified ID - Marcus Today
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SMA 100 Points of certified ID guide
Disclaimer Financial Services Guide | Disclaimers | Separately Managed Account PDS This newsletter is general in nature only and does not take into account any individual’s personal circumstances. Each individual user should obtain advice from their financial planner or advisor before acting on any information provided on the Marcus Today website, in Marcus Today videos, or associated e-mails, so that such individual users can obtain advice applicable to their personal circumstance from their own financial advisor. Please note that stocks can go down as well as up. Past results are not indicative of future performance and returns can be negative . COPYRIGHT No portion of this website or associated e-mails may be reproduced, copied or in any way released without written permission from Marcus Today. © 2019 Marcus Today Pty Ltd. All rights reserved. AFSL Marcus Today Pty Ltd (ACN 110 971 689) is a corporate authorised representative of MTIS Private Wealth License no. 473383. DISCLAIMER Marcus Today Pty Ltd, its employees and/associates of Marcus Today may hold interests in companies discussed in the Marcus Today newsletter, e-emails and this video. These positions may change at any time, without notice. The Marcus Today directors and employees or agents provide no guarantee, representation or warranty as to the reliability, accuracy or completeness of the information in the Marcus Today newsletter, emails or this video; and do not accept any responsibility or liability arising in any way (including by reason of negligence) for errors in, or omissions from, the Marcus Today newsletter, e-mails, or this video. This disclaimer does not purport to exclude any warranties implied by law which may not be lawfully excluded. Neither Marcus today Pty Ltd, or their directors, employees or agents guarantees the performance of, or the repayment of capital or income invested on any information in the newsletter, e-mails or this video. Marcus Today has made every effort to ensure the reliability of the views and recommendations expressed in the reports published on its websites and in this video. Marcus Today research is based upon information known to us or which was obtained from sources which we believed to be reliable and accurate at time of publication. However, like the markets, we are not perfect. This report is prepared for general information only, and as such, the specific needs, investment objectives or financial situation of any particular user have not been taken into consideration. Individuals should therefore discuss, with their financial planner or advisor, the merits of each recommendation for their own specific circumstances and realise that not all investments will be appropriate for all subscribers. To the extent permitted by law, Marcus Today and its employees, agents and authorised representatives exclude all liability for any loss or damage (including indirect, special or consequential loss or damage) arising from the use of, or reliance on, any information within the report whether or not caused by any negligent act or omission. If the law prohibits the exclusion of such liability, Marcus Today hereby limits its liability, to the extent permitted by law, to the resupply of the said information or the cost of the said resupply. DISCLOSURE As at the date on the previous slide, directors and/or associates of Marcus Today Pty Ltd currently hold positions in many ASX- listed Australian stocks. These may change without notice and should not be taken as recommendations. As at the date at the top of the this page Marcus Today Pty Ltd manages two 'real' funds – the Marcus Today SMA and the Marcus Today Income SMA. These funds have equity holdings that constantly change without notice and any changes should not be taken as recommendations.
INVESTMENT PHILOSOPHY
Marcus Padley Chris Conway Ben O'Leary Henry Jennings Tom Wegner
Investment Philosophy
CORE BELIEF #1 – Markets are NOT efficient and investors are NOT rational
Marcus Today believes that markets and the individual share prices beneath them remain gloriously inefficient at times and
are there to be exploited. The continual advances in technology and speed have not made the “herd” any more astute If
anything, it has left them more open to over-reaction and, therefore, exploitation. We believe there is still plenty of opportunity
for a vigilant, experienced, objective (watch the herd don’t join the herd) manager to exploit the inefficiencies and in so
doing, achieve better than average returns over the long term.
CORE BELIEF #2 – The Risk/Reward
relationship is not always linear
Traditional thinking suggests that there is a linear
relationship between risk and reward with reward
matched in nature by an appropriate level of risk. Whilst
this is true in general, it can be an imprecise relationship at
times, especially in the stock market. Markets and equities
can present excesses at both ends of the spectrum,
including significant risk for nominal reward and reduced
risk for a higher reward. Identifying the difference between
the two for an investor is simple, hard work. The stock
market is never about certainty, it is about probabilities. At
Marcus Today we work to narrow the probabilities in our
favour using a robust investment process developed over
decades and implemented by a team of experienced
analysts.
Call us on: Email us at: website:
0428 062 327 sma@marcustoday.com.au www.sma.marcustoday.com.au
Investment Philosophy
CORE BELIEF #3 – The Stock Market is cyclical in nature but can be suddenly and savagely interrupted by
out of cycle events
Traditional investment philosophies will attempt to label all points of an investment cycle and, in so doing, purport an ability
to define, predict and “time” the market. The idea is used by market strategists at large investment institutions to justify, or
even drive, asset allocation and sector allocation, but the truth is that the markets are not that simple, predictable, and slow.
The stock market is event driven and is more often than not unpredictable not predictable. We need look no further than the
stock market impact of the Global Financial Crisis in 2008 and the Covid-19 Pandemic in 2020. At Marcus Today we focus
on protecting our investors from precipitous moments that can appear suddenly and “out of cycle”. We do that via a daily
debate, constant vigilance and a deep concern for the capital preservation needs of our investors over performance relative
to the market.
CORE BELIEF #4 – We can add value through cash levels,
sector allocation, stock picking and thematic analysis
In the last twenty years the stock market has had a significant
correction (>30%) every ten years and a tradeable correction (10-
15%) every three years. During these periods we aim to utilise our
cash management and ability to go up to 100% cash to protect
our investors’ capital. At all other times, we intend to be fully
invested. Our definition of being fully invested is to be holding less
than 10% cash. During those periods the investment process is a
combination of individual stock selection based on their individual
merits often underwritten by sector themes which aid in timing.
These themes cycle and rotate. Our investment process
constantly assesses and re-assesses these “tides” beneath the
stocks, the timing of which often dictates the timing and
composition of our stock picking.
SMA Client Monthly CLICK HERE
Apply HERE
Call us on: Email us at: website:
0428 062 327 sma@marcustoday.com.au www.sma.marcustoday.com.au
How to get into the SMA?
You pick which type of SMA you would like to open, fill in your application form. An explanation of the different types can
be found HERE.
Attach your 100 points of Certified ID & any relevant pages of Trusts or SMSF document (only the schedule/signatory
pages need to be certified).
We check and certify your application along with your documents and request you also do the same and return a signed
application/ page 6 to confirm the open of your account.
Your SMA account and Investor Portal are set-up for you to view your investments. Investor Portal guide can be
found HERE
Your funds are transferred in either via BPAY or Direct Debit from your linked bank account (used in the initial application).
Funds can take 1 – 3 days (especially with BPAY) to be visible in your Investor Portal.
Once funds are received into your SMA, your funds will be allocated immediately and stocks will be bought and sold on
your behalf.
At Tax time, you will be directly sent your Tax Pack and our SMA admin can produce most Tax documentation you will
need. We can usually set-up a data feed for your accountant also, please request this: sma@marcustoday.com.au
***Please note: Praemium SMA’s are Audited***
Certification of Documents
Overview
When you apply for an SMA you must provide certified copies of your documents.
Have your copies certified by someone who:
is an Australian citizen
is not related to you (by birth, marriage or de-facto relationship)
works in one of the occupations listed below
If you are applying from outside Australia and you don't know an Australian citizen, have your documents certified by
someone who:
is a citizen of the country you are in
is not related to you (by birth, marriage or de facto relationship)
works in one of the occupations listed below
Certify copies
Make a copy of the original document.
Take the original document and your copy to the certifier.
They will check your copy is the same as the original.
On a single-page document, the certifier must write or stamp, 'This is a certified true copy of the original as sighted by
me'On documents with more than 1 page, the certifier must write or stamp 'I certify this and the following [number of
pages] pages to be a true copy of the original as sighted by me' on the first page and initials all other pages.
The certifier must also write or stamp on the copy:
1. their signature
2. their full name
3. their occupation
4. their phone numbers
5. the date
6. their address (optional)
Call us on: Email us at: website:
0428 062 327 sma@marcustoday.com.au www.sma.marcustoday.com.au
Certification of Documents Guideline
Occupations
Australian consular officer or Australian diplomatic officer (check if this service is available at your nearest Australian
embassy or consulate)
bailiff
bank officer with 5 or more years of continuous service
building society officer with 5 or more years of continuous service
chiropractor (licensed or registered)
clerk of court
commissioner for affidavits
commissioner for declarations
credit union officer with 5 or more years of continuous service
dentist (licensed or registered)fellow of the National Tax Accountant's Association
finance company officer with 5 or more years of continuous service
judge of a court
justice of the peace
legal practitioner (licensed or registered)
magistrate
marriage celebrant licensed or registered under Subdivision C of Division 1 of Part IV of the Marriage Act 1961
master of a court
medical practitioner (licensed or registered)
member of Chartered Secretaries Australia
member of Engineers Australia, other than at the grade of student
member of the Association of Taxation and Management Accountants
member of the Australian Defence Force with 5 or more years of continuous service
member of the Institute of Chartered Accountants in Australia, the Australian Society of Certified Practicing Accountants
or the Institute of Public Accountants
teacher employed on a full-time basis at a school or tertiary education institution, or
veterinary surgeon (licensed or registered)member of the Parliament of the Commonwealth, a State, a Territory
Legislature, or a local government authority of a State or Territory
minister of religion licensed or registered under Subdivision A of Division 1 of Part IV of the Marriage Act 1961
nurse (licensed or registered)optometrist (licensed or registered)
permanent employee of Australian, state or local government authority with at least 5 or more years of continuous
service.
Call us on: Email us at: website:
0428 062 327 sma@marcustoday.com.au www.sma.marcustoday.com.au
Certification of Documents Certification of Documents Guideline permanent employee of the Australian Postal Corporation with 5 or more years of continuous service pharmacist (licensed or registered) physiotherapist (licensed or registered) police officerpsychologist (licensed or registered) registrar or deputy registrar of a court sheriff Certification of Documents Outside Australia Guideline Occupations Justice of the Peace Notary public Australian Consular Officer or Australian Diplomatic Officer (within the meaning of the Consular Fees Act 1955) Employee of the Commonwealth or the Australian Trade Commission who works outside Australia.
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Marcus Today
Separately Managed Accounts , allowing our members to invest with us!
Phone
0428 062 327
Email
sma@marcustoday.com.au
Website
www.marcustoday.com.au/funds-management/about-benefits
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