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Ph: (07) 3252 9990

Fax: (07) 3252 9695

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"The only thing to do with good advice is to pass it on. It is never of any use to oneself" - Oscar Wilde
"Wealth is the ability to fully experience life" - Henry David Thoreau
Take control of your own Super today! We can show you how.
Protect your loved ones, health and assets. We do the leg work for you!
Talk to us about financial strategies that can benefit your individual situation
You only get one chance to ensure your loved ones are adequately provided for. Get it done and get it right!

Separately Managed Accounts (SMA's)

Separately Managed Accounts (SMAs) are a Managed Account where the investment decisions are made entirely independently of you, i.e. you never communicate with the individual fund manager. You may find you have some control over filtering the available stocks and assets invested into, but the portfolio management remains independent of you. Since fund managers are able to pool investment management, SMAs have much lower investment minimums, typically starting at $20-$50k and fees are also usually lower and are now commonly being marketed as an alternative to managed funds.

We can help you to assess if this is a suitable vehicle for you.

Avery Gibson Financial Services Pty Ltd (ABN: 45 119 229 980) is a corporate authorised representative of Plan 2 Pty Ltd (ABN: 60 010 875 073), an Australian Financial Services Licensee. (Licence No. 237874)