Newstead
About Us
Newstead
Morgans Newstead was established in 2019 by a team of Morgans advisers with over 80 years' experience in the Morgans Brisbane office.
Our team specialises in broad-thinking and in-depth investment management, and seeks to deliver you all the very best Morgans has to offer, as well as utilising our own knowledge, experience and networks to add even more value.
The boutique office environment, and location in Brisbane's leading leisure and entertainment address, brings us closer and more accessible to our clients.
Smart, pragmatic and easy to do business with – Morgans Newstead offers a fresh twist on good old-fashioned advice and service.
Newstead
Morgans Newstead was established in 2019 by a team of Morgans advisers with over 80 years' experience in the Morgans Brisbane office.
Our team specialises in broad-thinking and in-depth investment management, and seeks to deliver you all the very best Morgans has to offer, as well as utilising our own knowledge, experience and networks to add even more value.
The boutique office environment, and location in Brisbane's leading leisure and entertainment address, brings us closer and more accessible to our clients.
Smart, pragmatic and easy to do business with – Morgans Newstead offers a fresh twist on good old-fashioned advice and service.
Whether you're an experienced professional investor or a novice investor finding your way in the market, Morgans Newstead can help. As a full service stockbroker, we pride ourselves on offering smart, personalised investment advice that is tailored to your investment style and objectives. Our advisers are supported by an award-winning research team, as well as a leading corporate finance team that regularly provides clients with exclusive investment opportunities.
Services
We can provide you with:
Tailored share portfolios
- Advice on individual share selection and portfolio construction tailored to meet your specific investment objective.
Award-winning research
- Recommendations supported by comprehensive internal and external research, developed by our research analysts.
Access to local and international markets
- Access to all securities listed on the Australian Securities Exchange (ASX), the National Stock Exchange of Australia (NSX) and Chi-X Australia (Chi-X);
- Plus international equities access to 22 select exchanges, including the major markets in North America, Europe and Asia (ie Dow, NASDAQ, FTSE100, DAX, CAC, Hang Seng, Nikkei).
New investment opportunities
- Our clients gain access to the latest company IPOs and capital raisings.
Portfolio management
- We offer a Wealth+ managed portfolio service that takes the hassle out of investing by providing an all-embracing investment administration service.
Online account access
- Access to our client website, allowing you to monitor your investments, read award-winning research, and check share prices, announcements and more.
Contact us
We pride ourselves on providing client-focused advice based on thorough research, comprehensive company knowledge and many years experience in the Australian sharemarket. Contact us to find out more.
Wealth+ is a portfolio management service that makes investing easier by collecting and recording all investment information/documentation (share trades, dividend and interest payments etc) as well as providing clients with regular reports to help them monitor portfolio valuations and forecast income.
Many investors are time poor or have no wish to administer their portfolio and this is where Wealth+ can help. This service gives clients more time to focus on their investment decisions rather than the cumbersome paperwork.
How Wealth+ works
All investments are held in your name (unlike other platforms where the investments are pooled with other investors in a single custodian name) and the address for your investments is changed to care of the Wealth+ managed portfolio service.
Wealth+ receives and deals with all of your correspondence and paperwork. We will follow up on any missing documentation or entitlements such as dividend payments and deal directly with share registries and other product providers.
You will be contacted by your adviser regarding new investment opportunities (e.g. entitlement offers, share purchase plans etc). You simply signal your acceptance and we look after all the relevant paperwork and lodge the application with the relevant registry on your behalf.
The benefits
- Proactive management of your portfolio - your investment portfolio is closely monitored and where appropriate recommendations are made
- One point of contact for all your investment needs - you have the comfort of knowing that the adviser you currently have a relationship with will play a role in the administration of your portfolio
- Reduced paperwork - we receive and manage documentation relating to your investments (such as share trades, dividend and interest payment advices etc.)
- Transparent reporting - our service provides you with regular reports to help monitor your portfolio valuation and forecast income
- Hassle free tax returns - we prepare a comprehensive tax report for the preparation of your tax. We can also liaise with your Tax Accountant to provide them with all the information they need
- Assistance with tax - we determine the correct tax treatment for the cost base of investments involved in complex schemes of arrangement, takeovers etc.
- 24 hour access to your portfolio - you have 24 hour online secure web access to your portfolio details with 20 minute delayed price updates for listed investments. View an example webpage.
- Access to capital raisings - you receive timely information regarding capital raisings (e.g. IPOs, entitlement offers etc) so you don’t miss out on any investment opportunities
- Ease of cash transacting - third party payments can be arranged for you at no cost
- Your Wealth+ fees may be tax deductible - for most investors, the ongoing portfolio management fees are tax deductible
More information
Please refer to our latest brochure on Wealth+ for more detailed information.
Contact us
Contact a Morgans Newstead adviser to find out more.
More and more people are realising the advantages of making their own investment decisions and taking control of their retirement strategy.
An increasingly popular way of doing this is by setting up a self managed superannuation fund (SMSF).
An SMSF gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific assets such as listed securities, managed investments, cash and term deposits, international equities, instalment warrants and so on.
How can we help?
Morgans offers a variety of services for SMSFs, including structure, setup, advice, rollovers, investments, administration and compliance.
We have investment advisers who specialise in superannuation and a technical research team that provides updates and support on the latest in superannuation developments.
Our Services
SMSF administration & investment reporting
Our Wealth+ SMSF Solution is an all-encompassing investment administration and SMSF administration service that allows you to take advantage of the flexibility and control of an SMSF, but outsource the work involved in establishing and running your fund.
Your SMSF investments are managed through our Wealth+ Managed Portfolio Service, which provides you with comprehensive reporting on your fund portfolio and investments, in addition to your annual member statement.
Investment reporting
Clients and their accountants can benefit from our Wealth+ Managed Portfolio Service, which is a reporting facility that we offer for investment administration. This service makes investing easier by collecting and recording all investment information/documentation, however SMSF trustees will need to arrange annual administration of the SMSF using an accountant or administrator.
SMSF administration
Our SMSF administration only service provides fund administration without the portfolio administration. Please contact us or your Morgans Newstead adviser to find out more.
More information
If you would like to find out more before contacting one of our advisers, the Morgans technical research team has produced An essential guide to taking control of your super, which provides further detail on SMSFs.
Wealth+ SMSF Solution is our self managed super fund (SMSF) administration service that incorporates the establishment, management, administration and investment advice for your fund.
Simply put, this offering allows you to take advantage of the flexibility and control of an SMSF while outsourcing the work involved in establishing and running your fund.
Complete SMSF service
As a Wealth+ SMSF Solution client, you have just one point of contact, a Morgans adviser, who will manage the key SMSF services you require, including:
Trust Deed establishment
You will receive a Reckon Docs Pty Ltd SMSF Trust Deed, which is a high quality SMSF Trust Deed, drafted by SMSF specialists with the client in mind.
Fund administration
This includes:
- Preparation and maintenance of all statutory member records and reporting
- Preparation of annual financial reports
- Advice on compliance with the fund’s trust deed and the SIS Act and Regulations
- Arranging annual audit in accordance with instructions from trustees
- Liaison with external auditors in all matters relating to the fund preparation and lodgement of income tax return
- Preparation and lodgement of income tax return
- Preparation of minutes of trustee meetings
- Maintenance of accounting records
- Contribution reporting
- Monitoring compliance of investments held against the fund’s investment strategy
- Obtaining actuarial certificate, as required by legislation
- Preparation of withdrawal and pension documentation
Investment management
Your SMSF investments are managed through our Wealth+ Managed Portfolio Service, which provides you with comprehensive reporting on your fund portfolio and investments, in addition to your annual member statement.
Benefits of Wealth+:
- you maintain control over investment decisions, but outsource professional management and administration of your portfolio, leaving time for you and your adviser to take a pro-active approach to investing - including recommending changes if considered appropriate
- if required, we provide regular income payments to designated accounts or to meet your regular payment needs. You have a choice of some of the leading cash management providers and receive comprehensive portfolio reporting
Investment advice
You'll have access to the expertise of one of Australia's largest stockbroking and wealth management networks.
Your adviser is supported by Morgans research on companies and is kept updated on any superannuation and legislation changes. This provides you with sound advice for your SMSF investment strategy.
Saves you time
With your Morgans adviser being your one point of contact for your SMSF, you can eliminate several visits to different professionals that you would require if administering the SMSF on your own – such as an accountant or lawyer for your trust deed, an accountant for your administration, an auditor for your annual fund audit and a financial adviser for your investment strategy and advice.
Tax and pensions
Wealth+ SMSF Solution allows trustees to better manage the tax outcomes of their fund and individual member accounts. Tax can be lowered through the use of franking credits. Capital gains and losses can also be specifically monitored for the benefit of members.
When an SMSF starts to pay a pension, the trustees may be entitled to claim a tax exemption on the earnings of the assets used to fund the pension.
This tax exemption provides a significant benefit for retirees, particularly when the fund holds shares paying franked dividends.
Streamlined fees
With some SMSF providers, the external audit, investment management and advice fees are separate costs. Wealth+SMSF Solution provides a simpler fee structure, automatically deducting all fees from your Wealth+ cash account.
More information
For more detail download our latest brochure.
Morgans Newstead prides itself on providing a complete solution to all your financial needs. In addition to providing a range of share investment options, our advisers are able to include cash investment alternatives as part of your broader investment strategy.
As a Morgans client, you have access to advice and research across a wide range of listed and unlisted income and fixed interest securities.
Services available:
Income-focussed share portfolios
We specialise in building dedicated income-focussed portfolios for investors. Ask us how you can improve your income today.
Cash management accounts
We offer a range of at-call cash facilities paying attractive interest rates. Our preferred products provide you with direct bank deposits in your name with some of Australia's best known banks, all with "at-call" convenience, which means you can readily access your money.
These accounts can be linked directly to your share trading account for easy settlement. You can also have your dividend and interest payments credited directly to the account and make regular payments from it.
Your adviser can handle all the paperwork as well as ongoing transactional instructions, freeing you of the administrative burden.
Term deposits
A term deposit is a deposit held at a financial institution that has a fixed term, generally paying a higher interest rate than an "at-call" account. You can use a term deposit to enhance the returns on surplus cash balances and as the foundation for building a dedicated income portfolio.
Morgans has preferential relationships with a host of leading banks and other Authorised Deposit taking Institutions (ADIs). Funds can be swept from your "at-call" account and invested for the term and interest rate that best suits your needs.
Foreign currency term deposits
A foreign currency term deposit is a foreign denomination held at a financial institution that has a fixed term. Rates offered are very attractive on deposit amounts of AUD100,000 or greater.
Flexible/structured term deposits
Flexible term deposits offer the ability to combine both floating and fixed interest rate payments within a single deposit. This allows investors to structure interest payments based on their view of future interest rate levels. Morgans offers these products on deposit amounts of $100,000 or greater.
Listed debt and hybrid investments
As a major participant in the Australian listed fixed interest securities market, we can offer you advice as well as a range of new investment opportunities from a range of Australia's largest banks and industrial companies.
Listed debt and hybrid investments deliver higher levels of income, paid regularly; some also offer the benefits of franking. Your adviser can build a tailored income portfolio for you, which unlike managed fund alternatives, can be constructed to take into account your specific objectives and risk profile.
Government and corporate bonds
We offer a comprehensive Government bond investment service, including custody facilities. Bonds improve portfolio diversification and help reduce portfolio risk while providing stable income.
The yields on Government bonds will generally be lower than most other interest rate investments but provide absolute security when held to maturity.
Larger investors can also access the wholesale corporate bond market.
Contact us
For more information or a term deposit interest rate quote please contact a Morgans Newstead adviser.
Advisers
Support Staff
Contact us today.
Office Address
Suite 3, Level 2 15 James Street Fortitude Valley QLD 4006 Australia
Postal Address
PO Box 3069 Newstead QLD 4006 Australia
Phone
07 3151 4151
Open Hours
8:00am - 5:00pm
Our Approach
We offer a comprehensive financial solution tailored to your needs, beginning with a free discovery meeting to understand your financial situation and goals.
Following a structured process, we develop a personalised financial strategy, present it clearly in a Statement of Advice, assist with implementation, and provide ongoing review and support to ensure your financial goals are met.
Our Investment Process
At Morgans Port Macquarie, advisers collaborate with clients to establish investment goals centred on principles such as long-term investing, maintaining a quality core portfolio, diversification to reduce risk, focusing on total return, employing an active yet risk-controlled approach, conducting research-driven processes, and managing portfolios for tax efficiency.
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Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Port Macquarie is proud to support various local charities and organisations such as:
• Port Macquarie Golf Club
• Kew Golf Club
• Port Macquarie Pirates
• Hastings Business Women’s Network
• Port Macquarie Chamber of Commerce
• Port Macquarie Soup Kitchen
• and more…
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Careers
At Morgans, we offer an array of exciting career opportunities in the dynamic industry of finance.
Whether you're at an early stage in your career or a seasoned professional, you’ll have the opportunity to make a genuine difference and be part of a culture where everyone’s contribution is recognised.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
At Morgans Bundaberg, we are committed to giving back to our community. Throughout the year, we support various local charities and organisations, making a meaningful difference in the lives of those around us. From sponsoring local events to contributing to charitable causes, we actively engage with and support initiatives that align with our values and goals.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We love to support our community and local charities. Some of these include Rotary and Newcastle Special Children's Christmas party. If you have a campaign you'd like us to get involved in, please contact to discuss further.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Coffs Harbour also supports:
• Community Radio 2CHY
• Coffs Harbour & District 60's & Over Social Bowling Club
• Rotary Club of Coffs Harbour
• Coffs Harbour Surf Life Saving Club
• Bonville Golf Resort
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Cronulla also supports:
• The Salvation Army - Red Shield Appeal
• Cure Cancer Australia Foundation
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Springfield-Ipswich also supports:
• Ipswich Region Chamber of Commerce
• Member of the Greater Springfield Chamber of Commerce
• Motor Neuron Disease Fundraising Sponsorship
• Alzheimer's Australia
• Multiple Sclerosis Fundraising Sponsorship
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Sunshine Coast make regular donations to:
• Sunshine Coast Police Citizens Youth Club
• Rotary Clubs (Specific Needs Children)
• RSPCA
• Cancer Research Institute of Australia
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Wollongong also supports:
• Make A Wish Australia
• Vision Australia
• Camp Quality Camp
Award winner
We are delighted to have been named winner of the Excellence in Operations Award at the 2021/2022 Morgans Branch Awards.
Community support
In 2021, Exchange Place Investments established the Exchange Places Fund through Foundation SA to consolidate and focus its philanthropic activities.
With a clear vision, Morgans Exchange Place quickly aligned its values and objectives with those of the Tjindu Foundation — both organizations seeking to create positive, long-term change for Aboriginal children in communities across South Australia.
After an initial contribution to the Tjindu Foundation, Exchange Place made a three-year commitment to partner with Tjindu, committing $50,000 annually and maximizing the impact of its giving.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Perth also supports:
• The Salvation Army
• Youth Focus
• Australia's Biggest Morning Tea
• Princess Margaret Hospital Foundation
• Redkite
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Scone also supports:
• The McGrath Foundation
Morgans Scone is proud to support the local community, some of the organisations we support include:
• Scone Junior Rugby League
• Scone Junior Rugby Union
• Scone Swimming Club
• Scone Grammar School
• Scone Rugby Union Club
• Upper Hunter Beef Bonanza
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support. Morgans Orange also supports:
• The Salvation Army - Red Shield Appeal
• Australia's Biggest Morning Tea
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support. Morgans Merimbula also supports:
• Reaching Out Foundation
• Tulgeen Disability Services
Morgans Merimbula supports a variety of community fundraising events throughout the region:
• Local sporting events
• Business awards
• Surf Life Saving
• Horse racing
• Various charities
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Milton have been ongoing corporate sponsors and we donate annually to many charities, The Leukaemia Foundation is one we hold close to our hearts with two of our staff having battled through cancer. We are currently raising funds for the "Light the Night" event at Southbank.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Domain also supports:
• Mazenod Old Collegians Football Club
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognize the importance of supporting the community in which we work and in assisting those in need of support.
Morgans Hawthorn is also a supporter of Big Dry Friday supporting rural Australia.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Over the past 10 years Morgans Darwin has supported many local charities and community groups, as well as providing financial assistance to junior sportspeople.
Value in the Vines Investor Conference
The Value in the Vines Investor Conference is tailored for Morgans Scone clients, aimed at connecting investors with the CEOs of their invested companies.
Taking place annually in the picturesque Hunter Valley, NSW, the conference features high-quality company presentations, followed by an evening dinner featuring exclusive fireside chat panel discussion. This unique Conference fosters a relaxed and intimate atmosphere, bringing together senior company executives and investors.
An event you won’t want to miss!
The 2024 Conference is scheduled for Friday, 25th October, 2024. Please below for more information and to register online.
Scholarship Program
Joining our scholarship employment program offers a unique opportunity to receive financial support, gain practical experience, and develop both personally and professionally in the dynamic field of financial planning.
You'll benefit from mentorship by seasoned professionals, receive financial assistance to ease the burden of tuition, and apply your classroom knowledge to real-world cases. This experience not only enhances your technical and soft skills but also prepares you for a successful career in financial planning, where you can contribute to the financial well-being of individuals and communities.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Armidale also supports:
• Armidale Cycling Club
• Armidale Riding Club
Community Support
Morgans Brighton is dedicated to fostering community support and engagement. Our office proudly backs a range of not-for-profit organizations and charities, including:
• Bayley House
• St Kilda Mums
• Oz Child
• Bayside Argonauts Soccer Club
• Murrumbeena Football Netball Club
• Courage to Care
By supporting these initiatives, we aim to make a positive impact and contribute to the well-being of our community.
Our Value Proposition
Learn how our wealth management strategies can assist in consolidating your family’s assets, managing your investments with your financial goals, tailoring your superannuation strategy and ensuring families and business owners have planned for their succession.
