If you have multiple investment properties, the Managed App allows you to consolidate them into one portfolio plus choose bespoke ownership entities and payment methods for each.
You can even consolidate your properties across Australia in the one Investor Profile, provided you choose an agency that is powered by the Managed App
Adding other owners
Your Property Manager can edit your profile to invite additional owners or consultants (ie an accountant) to view your property.
To request a change, simply send a General Request through the app with the relevant information and your agency can update the profile for you
Setting the ownership entity
Your Property Manager can also set the ownership entity for each property to either Personally or In a company or trust. If you nominate personally, this will just use the names of the owners attached the property on all reports and financials.
If you select another entity, you can provide additional information including company/entity name, ABN/ACN and a c/- address. This information will then be added to all reports and financials.
To request a change, simply send a General Request through the app with the relevant information and your agency can update the profile for you
Other helpful links: Personalise your payments, learn about your transaction list or adjust your notification settings