Professional investment management with transparency.
Gain access to the experience of professional managers and enjoy new degrees in ownership, transparency and tax optimisation via our select range of Managed Account models.

You can invest online in a carefully selected range of multi- sector, diversified and international investment portfolios. Each is managed by an experienced investment manager or asset consultant.

Unlike managed funds, when you invest via a managed account (also known as separately managed accounts or SMA), you own the underlying assets in the portfolio.

Customise with rules and exceptions.
You can choose to override the investment manager’s asset selection with exclude, substitute or lock features. Maybe you would like to substitute RIO with BHP or remove non-ethical stocks? This is possible. Also set tax preferences, trade minimum trade sizes and holdings.

Investment transparency
See exactly where your money has been invested and what investment decisions have been made on your behalf to better understand the make-up of your portfolio and how each asset contributes to overall investment performance.

Tax optimisation
You get the full benefit of any franking credits and you also do not buy into any embedded tax liability which may be the case when investing in some managed funds.