About Individually Managed Accounts
What is an individually managed account?
An individually managed account (IMA) solution can include a variety of investment portfolio solutions.
An IMA can be simply an investment portfolio of an individual or a company, family trust or other entity.
Individually Managed Accounts are generally personalised investment portfolios that can combine the professionally managed portfolio with self directed investments including shares, managed funds, property, cash and other financial assets with the flexibility and advantages of direct ownership of the assets.
Who would use the Multiport Individually Managed Account Service?
- Individuals
- Companies
- Trusts
- Charitable Foundations
- Deceased Estates
What's New
SMSF Investment Patterns Survey - December 2011
To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSFs investments
Trustee Newsletter
Our Trustee Newsletter for December 2011 is now available online. To access it please click
Adviser Newsletter
Our Adviser Newsletter for December 2011 is now available online. To access it please click
Multiport reaches a major milestone
Thanks to the fantastic support of advisers and clients Multiport recently broke through $2 billion funds under administration
How to work with the new collectible rules
As a result of the Cooper review, rule changes have been implemented in relation to the requirements for the ownership of collectible and personal use assets by SMSFs
Multiport Makes SMSF Gearing Easier - May 2011
Multiport has launched an integrated SMSF gearing package
