MANAGED ACCOUNTS PIONEER

Managed accounts are not new in the Australian market. Neither are we.

Australian equity managed accounts specialist

Since 2005, we have built and managed Australian equity separately managed accounts (SMAs) and individually managed accounts (IMAs) for individual investors and institutions.

As a dedicated managed accounts specialist, we are not distracted by other investment products. Instead, we maintain an unwavering focus on looking after tax-effective, low-turnover SMA and IMA portfolios which, over the long term, have delivered our clients superior investment outcomes.

Our portfolios

The S&P/ASX 300 Accumulation Index returned 8.05% for the June quarter, with Financials and Materials the top performing sectors and Energy and Utilities the weakest performers for the period. The Australian market continued to rally through July with the S&P500/ASX300 rising 3%. Since the December low, Australian stocks are up close to 25% which is. Read more...

The S&P/ASX 300 Accumulation Index returned 8.05% for the June quarter, with Financials and Materials the top performing sectors and Energy and Utilities the weakest performers for the period. Domestically, the RBA has admitted to the domestic slowdown with a cut in rate in June following a decline in consumption from declining house prices and ongoing. Read more...

Let’s face it, there are few free lunches in giving investment advice. Which makes any reward from reducing a client’s tax burden well worth the effort. For most advisers, the chance to present a tax effective investment solution to clients has strong appeal as part of the advice value proposition: the challenge is how do. Read more...

Managed accounts in demand

“There is no question financial advisers are increasingly turning to managed accounts. As a specialist SMA provider, we have been in the game for over a decade and can attest to the surge in demand. What makes managed accounts a win for advisers? Well, because it’s a win for clients. For investors, SMAs are professionally managed, transparent, tax efficient and directly owned.”

Andrew Stanley
Head of Australian Equities

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