Financial Planners
In conjunction with you, we can offer your clients professional investment management services.
Our managed discretionary accounts are a much better product than unit trusts and managed
investment schemes because you are included in the portfolio construction process (if you wish).
In this way you get to construct better financial plans. Moreover, by recommending our
investment products you will not be worse off and probably better off in terms of revenue.
Overview
There are more than one million investors outside of your usual target group of managed investment schemes and unit trusts. These people are managing their own money in self managed superannuation schemes (300,000+) and direct equity investments. There is more than $163 billion in self managed superannuation schemes alone, much of it simply in cash. This is the fastest growing segment of the market.
Many advisers are confused by the differences between Separately Managed Accounts (SMAs), Individually Managed Accounts (IMAs) and Managed Discretionary Accounts (MDAs). Legally there are no differences. The only differences are in the way they are offered, either by PDS or the way we do it, Statement of Advice combined with an investment management agreement. After that it’s about features and costs.
There are more than one million investors outside of your usual target group of managed investment schemes and unit trusts. These people are managing their own money in self managed superannuation schemes (300,000+) and direct equity investments. There is more than $163 billion in self managed superannuation schemes alone, much of it simply in cash. This is the fastest growing segment of the market.
Many advisers are confused by the differences between Separately Managed Accounts (SMAs), Individually Managed Accounts (IMAs) and Managed Discretionary Accounts (MDAs). Legally there are no differences. The only differences are in the way they are offered, either by PDS or the way we do it, Statement of Advice combined with an investment management agreement. After that it’s about features and costs.
