Benefits for investors
A good financial adviser will recognise the significant opportunities SMAs give them to diversify portfolios and meet investment outcomes, while allowing you to enjoy the experience of growing wealth without the hassle of managing the portfolio yourself.
Future growth
SMAs are managed by experienced investment managers with access to an extensive range of asset styles, strategies and classes that can be used to make informed decisions for future growth.
You’ll have a team of investment professionals to create opportunities and communicate them to you – another important method for maximising opportunities in a timely fashion.
There are a number of advantages of a Managed Account Service that benefits the end investor.
Advantages of an SMA
Ownership
The underlying portfolio of securities is held directly in the client’s name – i.e. retain beneficial ownership
Easy Online Access
A single point of access for clients and advisers to view their Account details via a dedicated Sterling web portal. Accounts can be viewed 24 hours a day, 7 days a week.
Transparency
Investors are able to view and monitor all the underlying securities, transactions, fees and tax positions in their portfolios at any time.
Portability
The ability to transfer assets into Sterling, out of Sterling and within Sterling without triggering Capital Gains Tax
Cash Portfolio
Automatic cash portfolio set up to handle a cash management account (CMA) type facility (eg payments to external bank accounts, third-party accounts)
Reporting
Investors have continuous access to reporting online. This allows for one clear view of their Account and offers full transparency for Investors.
Withdrawal Options
Flexible withdrawal payment options are available for all clients, including in-specie transfers.
Eliminate Paperwork
Clients do not need to agree to portfolio changes prior to them taking effect, which can lead to less than ideal investment performance if you are unavailable.
Tax Management
Investors receive the full benefit of franking credits and can select their preferred tax methodology to better manage tax liabilities.
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Phone us on
(07) 3018 0400