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.
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
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.
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US Stock Market
Global ex-US Stock Market
Total US Bond Market
Global Bonds (Unhedged)
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|PORTFOLIO NAME||Portfolio Construction fee (A)||Fund Manager Fee (B)||TOTAL FEE(A+B)|
|High Growth Fund||$120.00||$120.00||$240.00|
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 access to your funds.
Returns are not guaranteed and you may lose some of the money you invest