Separately Managed Accounts
What is a separately managed account?
A separately managed account is a service where a portfolio of investments is managed for you by an investment manager utilising a model portfolio approach. You provide discretion to the investment manager to make day to day decisions about that portfolio on your behalf.SMAs are regulated as Managed Investment Schemes under the Corporations Act 2001. SMAs are operated by a Responsible Entity that must be a registered Australian public company and hold an Australian Financial Services License authorising the Responsible Entity to operate the scheme.
Why use a separately managed account?
The Multiport SMA Service provides investors with a portfolio of directly held investments managed by professional investment managers who use a model portfolio approach, implementing the same investment decisions across all investor accounts.
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
