HLK Group is passionate about financial services and helping individuals and businesses meet their full potential. We have proficient knowledge and experience in the industry and are able to assist both small one-person businesses and large dealer groups alike.

1. Managed Discretionary AccountsManaged Discretionary Accounts

2. An MDA is an account
established in your name or a
relevant entity’s name such
as a self-managed super
fund, family trust or company.
Investments are made in the
entity name in accordance
withyour Investment Program.
What is MDAWhat is MDA

3. .
Why use a managed discretionary account?Why use a managed discretionary account?
Using a managed account allows you to gain access to professional investment
management expertise offered by a range of investment managers using a model
portfolio approach. The investment managers are responsible for managing model
portfolios in accordance with key investment objectives as set out in their Investment
Philosophy.
The MDA option allows a portfolio to be constructed in accordance with your own
personal objectives, risk tolerance and asset preferences.

4. What are the Benefits?What are the Benefits?
The benefits of an MDA include:
 No exit fees
 Easy to adjust
 Investment flexibility
 Administrative convenience
 Swift response to market changes
 Ongoing monitoring and active management by investment professionals

5. Contact UsContact Us
Suite 503
3 Spring Street
Sydney NSW 2000
Phone: 1300 669 605
Email: info@hlkgroup.com.au
Website: www.hlkgroup.com.au

6. Contact UsContact Us
Suite 503
3 Spring Street
Sydney NSW 2000
Phone: 1300 669 605
Email: info@hlkgroup.com.au
Website: www.hlkgroup.com.au