Managed Accounts

What is a Managed Account?

A Managed Account is an investment portfolio managed by professional fund managers. It is a structure that allows the manager to make changes to the portfolio in line with market conditions.

Managed Accounts are usually available for super and non-super investments on an investment platform. The portfolio can be invested in direct assets (usually shares), managed funds and ETFs. The Managed Account structure provides total transparency as the investor and their adviser can see at any time all of the investments held in the account. The portfolio is owned by the investor directly, so it may have tax benefits, compared to a standard managed fund, which groups investors’ accounts together for tax purposes.

What are the benefits of Managed Accounts for Investors?

Investors have access to a diversified, professionally managed investment portfolio that is appropriate to their investment objectives, goals and risk levels, as well as, lower tax and fees, higher diversification and more transparent performance outcomes.

"Managed Accounts offer advisers more time to focus on their clients and their strategies"

In addition, because Managed Accounts are managed by professional investment managers, investors may take advantage of market opportunities because portfolio changes are made in real time by the manager.

What are the benefits of Managed Accounts for Advisers

For advisers, the benefits are: business efficiencies as written compliance documents are required at the initial investment stage, but thereafter the manager is able to make changes to the portfolio without having to go back to the investor for authorisation. This offers a fast and efficient professional investment solution for their clients.

Advisers can spend more time on the things that matter to their clients, including developing strategies and assessing whether the investor is achieving their goals. Advisers will also be able to communicate effectively any changes to their clients’ portfolios based on information provided by the fund manager. Clients’ portfolios are managed in real time and the underlying investments are totally transparent to both the adviser and their clients.

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Read More

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Read More

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Read More

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