Separately Managed Accounts (SMAs)
An SMA is a professionally managed investment vehicle that consists of stocks, bonds, cash, and other individual securities. An SMA's specific structure allows it to be personalized to meet the needs of individual clients' personal preferences and investment goals.
- Access to portfolios with different investment styles and risk profiles
- Professional expertise Portfolios
- Manage and view all portfolio options
Benefits of Managed Portfolios
Transparency
To better understand the holdings in your portfolio and how each asset relates to overall investment success, look at where your money has been invested and what investment decisions have been made on your behalf.
Tax Optimisation
You get the full value of any franking credits, and you don't buy into any hidden tax liabilities that might be present in some managed funds
Customization
Depending on the SMA, investors can benefit from a significant level of customisation, including switching, excluding and preserving investments.
Agility
The SMA provides you with access to leading experienced professional investment managers who ensure each model portfolio is continually monitored and managed
A personalized approach
SMAs are personalised investment portfolios.They are tailored to the investor's unique requirements; they can see their portfolios, monitor their performance on a regular basis, and exit their positions at any time.
Investment Process
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Evaluate your investment objectives
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Choose a portfolio based on your risk profile
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Obtain your Statement of Advice
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Invest in your portfolios of choice
Talk to us today about portfolio
Portfolio Highlights
Portfolio Performance
52.00 %
US Stock Market
28.00 %
Global ex-US Stock Market
16.00 %
Total US Bond Market
4.00 %
Global Bonds (Unhedged)
Fund Asset Allocation
Start Saving for what matters the most. Start with our Sma Model Portfolios/p>
Fees Structure
| PORTFOLIO NAME | Portfolio Construction fee (A) | Fund Manager Fee (B) | TOTAL FEE(A+B) |
|---|---|---|---|
| Education Scheme | $120.00 | $120.00 | $240.00 |
| Saving Scheme | $120.00 | $120.00 | $240.00 |
| Growth Fund | $120.00 | $120.00 | $240.00 |
| Australian Shares | $120.00 | $120.00 | $240.00 |
| High Growth Fund | $120.00 | $120.00 | $240.00 |
Key Risks of SMA
Capital Gains Tax
Capital Gains Tax may be payable on any growth in the value of your investments when you eventually redeem or sell them.
Loss of immediate
Loss of immediate access to your funds.
Returns
Returns are not guaranteed and you may lose some of the money you invest