Separately managed accounts are an alternative to Managed Funds. SMAs are non-unitised managed funds. As an Investor you are able to utilise the collective knowledge and intellectual property of investment professionals and experienced fund managers and have greater transparency and flexibility by investing in shares.
A separately managed account is professionally managed like an individual portfolio with many key advantages:
A separately managed account portfolio is constructed using one or a number of investment models managed by professional investment managers. Models will differ in the levels of risk and return and each model will have a different investment emphasis. The Model manager will regularly manage and review the model to ensure it continues to meet the model's investment objective. The key difference between an SMA investment and a Managed Fund is that the SMA holder retains beneficial ownership of the securities. The underlying securities are visible to you as the investor and you retain the tax advantages of owning direct shares.
Better than a managed fund, you can see what is in your portfolio and you are the beneficial owner of the underlying shares.Learn more
As a comprehensive and versatile investment platform, we provide the following administration services.Learn more
A Self Managed Super Fund is your opportunity to take direct control of your financial future.Learn more
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