Benefits of Managed Portfolios


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


Depending on the SMA, investors can benefit from a significant level of customisation, including switching, excluding and preserving investments.


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

  • Evaluate your investment objectives
  • Choose a portfolio based on your risk profile
  • Obtain your Statement of Advice
  • 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 are not guaranteed and you may lose some of the money you invest