7 Benefits of a Separately Managed Account

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A separately managed account (SMA) in Australia provides several benefits, including:
1. Customization: An SMA allows investors to customize their portfolios based on their specific investment goals and risk tolerance.
2. Transparency: Investors have full visibility into the underlying investments in their SMA.
3. Flexibility: SMAs provide flexibility in terms of the types of assets that can be invested in and the rebalancing of portfolios.
4. Control: Investors have greater control over their investments as they can make changes to their portfolio as per their requirements.
5. Reporting: SMA providers offer regular reporting to investors, providing insight into the performance of their portfolio.
6. Tax benefits: Depending on the specific circumstances, investors in SMAs may be able to realize tax benefits.
7. Professional management: Investors can benefit from the expertise of professional fund managers to manage their investments.

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