Separately Managed Accounts (SMA) can be tax-effective and offer Simplicity and Transparency to investors.

Separately Managed Accounts (SMAs) are Managed Investment Schemes that are based on model portfolios with the minimum investments set at a relatively low level for a retail client.

ANIG WM advisers can utilise Separately Managed Accounts (SMAs) to set your investment program in closer alignment with your investment objectives and risk tolerance.

Understanding Managed Accounts

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SMAs can provide advisers and investors with simplicity and transparency and can be a tax-effective investment vehicle.

Separately Managed Accounts (SMAs) are Managed Investment Schemes that are based on model portfolios with the minimum investments set at a relatively low level for a retail client.
ANIG WM advisers can utilise Separately Managed Accounts (SMAs) to set your investment program in closer alignment with your investment objectives and risk tolerance.

Managed Accounts, such as SMAs, can be a great option for advisers and clients who want more control, customisability, simplicity and transparency when managing money. They are also cost-effective, as there are certain tax advantages associated with them. ANIG WM can assist you in setting up and managing your account.

  • Direct ownership of underlying securities.
  • Gives access to a single asset class, such as fixed interest, as well as professional investment management.
  • Allows brokerage to be spread across several investors, meaning lower brokerage.
  • SMAs are Individual Accounts, meaning you’re the beneficial owner.
  • Commonly held shares transferred into and between SMA portfolios have no capital gains tax, broker fees or buy/sell spreads.

The main difference is that SMAs differ from pooled investment vehicles in that the investor owns the underlying securities.

SMAs can be customised, allowing investors complete control over their assets. Advisers and investors with diversified portfolios or needing more control over their securities and investments may consider setting up an SMA.

While SMAs can provide greater control over investments, they are not without risk. Investments may experience negative returns, and different model portfolios carry individual risk profiles. Working with a professional can help you manage these risks. Our professional SMA advisers can help you with your SMA investment advice.

ANIG WM is the home of professional Financial Planners and SMSF-accredited Advisers. With our personalised approach, you can trust that your financial future is in good hands.

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ATO Guide for 'Running a self-managed super fund'