23 April 2025

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Why the $5.4 trillion wealth transfer is a generational tragedy The 2025 Australian Federal election – implications for investors Finding the best income-yielding assets What history reveals about market corrections and crashes Howard Marks: the investing game has changed

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Home / Separately Managed Accounts

Separately Managed Accounts

1-3 out of 3 results.

Your super fund will pay you to leave - UPDATED

Damien Klassen
18 March 2020
2

Large super funds hold unlisted assets such as infrastructure, property and private equity. It's likely many of these assets have not been revalued recently, inflating the price paid to members who exit.

Four drivers of growth in managed accounts

Toby Potter
19 July 2018
2

Several factors contribute to the growth in managed accounts, which are like ‘implemented advice’ for investors. Despite the fallout from the Royal Commission, these factors are largely unaffected so growth should continue.

Has APRA also delivered a blow to Separately Managed Accounts?

Graham Hand
9 May 2013
1

APRA has given a clearer definition of the term 'financial institution', and it may be broad enough to catch a wide range of client-authorised activity, including Separately Managed Accounts.

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