When do managed accounts make sense for SMSFs
By Andrew Tracy  |  In Investment Strategy
Australia's wealth management sector faces disruptive changes on a number of fronts. Investors have become more educated and are more aware of key issues such as portfolio transparency and tax ... Read more

     
Australian Equity, the destination in your global search for yield
By Reece Birtles  |  In White Papers & Case Studies
The search for stable, predictable returns in the post-global financial crisis world has led many investors to re-evaluate how and where they find income. In this global quest for yield, there are ... Read more

     
Freedom to grow
By Leonard Gennusa  |  In Cover Story
In an interview with Financial Standard, financial advisers Leonard Gennusa and Alisa Honeyman from Fitzpatricks Private Wealth explain how managed accounts play the dual role of helping them look ... Read more

     
Distinguishing risks between managed funds and direct ownership
By Thomas BignillAlwyn Hung  |  In White Papers & Case Studies
The increasing popularity of direct ownership structures that have been adopted by a growing number of the Adviser community via managed account platforms has opened the door for many investors to ... Read more

     
International managed portfolios: A gateway for SMSFs to invest overseas
By Andrew Alcock  |  In White Papers & Case Studies
In Australia, for a variety of reasons, self-managed superannuation funds (SMSFs) have traditionally avoided investing directly in overseas equities. This white paper examines why and how next ... Read more

     
The rise of global managed accounts
By Alex Haynes  |  In White Papers & Case Studies
At Peters MacGregor we have been running Global Managed Accounts (GMAs) for our clients for the past 16 years. But only now does it seem their benefits are becoming more widely understood in ... Read more

     
Case study: Going beyond product - portfolio solutions using managed accounts
By Dan MilesMatthew HeineNeal Dunne  |  In White Papers & Case Studies
A new approach to portfolio management In 1994, Neal Dunne was starting his career as an adviser in a world that was pretty much dominated by the insurance industry. Fifteen years later, in January ... Read more

     
The false dichotomy
By Santiago Burridge  |  In White Papers & Case Studies
Much of the discourse surrounding managed accounts in Australia tends to be dominated by assessment of the comparative benefits and features of separately managed accounts (SMAs) and individually ... Read more

     
Performance shouldn't be administratively prohibited
By Adam Rowley  |  In White Papers & Case Studies
Navigating your way through all the acronyms - MDA, IMA, SMA and Managed Account - in an effort to deliver alpha for your clients. Read more

     
Does behavioural finance apply to sophisticated investors too?
By Simon Russell  |  In White Papers & Case Studies
When we think about investors' behavioural biases we might think of mum and dad investors panicking and selling following sharp market falls, only to miss out on the subsequent rebound. Or worse ... Read more

     
Discretion: The X-factor that separated great practices from good practices
By David Heather  |  In White Papers & Case Studies
Managed accounts are increasingly considered a mainstream investment management solution and many managed account solutions are made available using a Managed Discretionary Account (MDA) ... Read more
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A Day in the Life of a Managed Accounts Specialist
Session 5: A Day in the Life of a Managed Accounts Specialist Facilitator: Doug Kirkman, Head of Sales and Marketing, www.managedaccounts.com.au Adviser Q & A Case studies: Three different financial ... Watch video
OC partners for micro-cap fund
24 March 2017, 12:36pm
OC Funds Management partnered to launch a new fund targeting Australian and New Zealand companies with a market cap of less than $350 million. Read more
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