Your Investment Decision – Actively Managed Investment Advisory Service
Are you looking for an ‘Actively Managed’ transparent and tailored investment portfolio that can adjust rapidly to changing market conditions? Access the benefits of investments proactively managed on your behalf by a team of investment professionals according to the model portfolio(s) you have selected.
The Prime SMA is a separately managed account where you are the beneficial owner of a portfolio of investments that are actively managed on your behalf by the Chief Investment Officer and Investment committee. The Prime SMA gives you access to a professionally managed portfolio of investments, without the inefficiencies of a conventional managed fund structure, or the time requirement of direct ownership.
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The benefits of the Prime SMA:
Choice of strategy
You can choose one Model Portfolio or a combination of Model Portfolios. The Prime SMA offers a selection of strategies, allowing you to tailor your choice of Model Portfolios to suit your investment needs.
You can restrict certain securities or sectors, enabling you to tailor your Account to suit your individual investment and ethical preferences.
With the Prime SMA, you have a choice of a range of Model Portfolios, some of which are well diversified, some of which are more concentrated. The more diversified the Model Portfolio, the less risk of the investor being over-exposed to the performance of any single investment holding.
Hassle free ownership
Your Account is administered on your behalf, including tax record keeping, receipt of dividends, mail, corporate actions, and reporting. That way, you receive the benefits of owning a portfolio of direct investments, without the administrative burden.
Do Not Sell Holdings Portfolio
You can also access a custody only portfolio to hold ASX listed securities that you transfer in, but do not want to be sold or form part of a Portfolio aligned to a Model Portfolio. In this custody only portfolio, you can also access the investment administration, tax statements and consolidated reporting services of the Prime SMA, taking care of all paperwork for you.
Regular investment plan
You can set up a regular investment plan, whereby a set amount of money is automatically debited from your nominated financial institution on a regular basis, and transferred to one or more Portfolios in your Account. This is a disciplined way of contributing, allowing you to build up your investment gradually.
Regular monthly withdrawal plan
You can set up a regular withdrawal plan to receive monthly payments from one or more Portfolios in your Account to your nominated financial institution.
Comprehensive reporting ensures that you are kept informed at all times. You can view Account holdings and transactions online, either separately by Portfolio, or in aggregate (all Portfolios combined, including your Do Not Sell Holdings Portfolio). Each quarter, you will be provided with comprehensive reports on the status of your investments, allowing you to track the performance and activity of your Portfolios. After the end of each financial year, you will be provided with a detailed report containing all the information relating to the assets in your Account that you need for your tax return, thereby reducing the administrative burden of maintaining records of all investments and transactions yourself.
Suitability for Self-Managed Super Funds
The ‘Actively Managed’ Prime SMA is a suitable investment vehicle for Self-Managed Super Funds, relieving the administrator of much of the record keeping burden that results from holding investments.
The Prime SMA is available to a range of investors, including individuals, self-managed superannuation funds and trusts.