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4th September 2017 - Private Wealth
The simple answer is they suit the circumstances of a lot of investors. But how do you know if they’re right for you? Here’s a general overview of the merits of Separately Managed Accounts to help you understand what they are, what they do and what makes them so appealing.
We often refer to SMAs as direct asset ownership without the hassle.
Direct asset ownership is where you own the asset yourself, making it transparent and giving you flexibility. It’s a style of investment that is easy to access and track your wealth with.
People who are time poor and/or don’t want the responsibility of managing investments and trustee duties can really benefit from an SMA portfolio. For many investors, this is a large part of their appeal.
SMAs are a “hands-off” solution to direct asset ownership that enables your financial advisers to view and manage your assets. Naturally you need to have a high degree of confidence in the expertise and capabilities of your financial advisers then!
At Elston, we customise Separately Managed Accounts to include a range of investments that are professionally managed by an experienced team with a clear investment philosophy. We operate with transparency, tax efficiency and a focus on long-term results.
You should expect nothing less from your SMA financial advisers.
There is a growing demand for customised financial solutions and a wider choice of assets to tailor investments to. As an investment choice, SMAs take the complexity out of managing a portfolio.
A good financial adviser will recognise the significant opportunities SMAs give them to diversify your portfolio to meet your investment outcomes, while allowing you to enjoy the experience of growing wealth without the hassle of managing the portfolio yourself.
Elston’s SMA’s are managed by our experienced investment advisers and managers. You’ll be given 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 proactive thinkers to create opportunities and communicate them to you – another important method for maximising opportunities in a timely fashion.
Our commitment to the highest quality of financial services is helping investors grow and maintain their portfolios in an efficient, outcome-focussed manner.
Think investing in SMAs would be good for you? Before you proceed, be sure to get more information and have a confidential discussion with your nearest Elston Adviser. This will tell us if and in what way a Self Managed Account investment could benefit your portfolio.
Call us on 1300 ELSTON.
Read more about Elston’s Separately Managed Accounts
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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