B. MOSES ASSET MANAGEMENT
Model Portfolios & SMA Investment Services
Simplicity, Transparency, Tax-Effective

Model portfolios and SMAs can be a great option for investors looking for more control, customisability, simplicity, and transparency when it comes to managing their superannuation or personal funds. They can also be good for those seeking a more cost-effective option, as certain tax advantages come with SMAs.

Know The Industry

We provide tailored model portfolios and SMA services backed by expert resources and advice. Gain exposure to assets such as direct equities, exchange traded funds, managed funds and cash products.

Separately Managed Accounts or SMAs?

Separately Managed Accounts or SMAs are Managed Investment Schemes that are based on model portfolios with the minimum investments set at a relatively low level for a retail client. They’re an alternative to traditional superannuation funds, managed by a professional investment manager as opposed to being self-managed or managed by a traditional fund. 

 

SMAs can be a great option for those looking for more control, customisability, simplicity, and transparency when it comes to managing their money. They can also be good for those seeking a more cost-effective option, as certain tax advantages come with SMAs. If you’re considering an SMA, our private wealth advisers can provide you with advice and also assist you in setting up and managing your account.

Model Portfolios or MPs

We provided model portfolio and SMA services to advisers, wholesale and corporate clients. Model portfolios are professionally managed asset allocation programs tailored to fit a specific investor’s needs and risk profile. 

What we can offer:

We offer end-to-end investment management, asset allocation, execution, and rebalance services for our clients under a model portfolio and SMA investment program.

What we can offer:

We offer end-to-end investment management, asset allocation, execution, and rebalance services for our clients under a model portfolio and SMA investment program with us. 

Key Benefits of MPs & SMAs

Direct Ownership

Investors have direct ownership of underlying securities.

Low Cost

MPs/SMAs can allow brokerage to be spread across several investors, meaning lower brokerage.

Beneficial Owner

MPs/SMAs are Individual Accounts, meaning you’re the beneficial owner.

Diversification

Can be diversified by asset types and also be managed by expert strategists and overlay portfolio managers

Professionally Managed

Access to professional investment management expertise of your advisers in actively managing your portfolio.

Transparency

The Managed Account Service has the advantages of: lower fees, greater flexibility & transparency.

To get started, we work with advisers to create portfolios under their respective entities or for the respective client. We select the investment mix and portfolios can be established with exposure to all the major asset classes- fixed-interest, listed investment securities (LICs), ETFs, managed funds, and more. We also provide MP/SMA services to individual wholesale investors and their super funds/SMSFs. Investment decisions are made independently by our fund managers for our clients. Under an MP/SMA structure, we can pool investment funds together and investors can gain exposure with a minimum investment starting from $50k upwards.

Insights & Ideas

Why the Managed Account Service?

Ownership:  Under this Managed Account Service you retain legal and/or beneficial ownership of the Financial Products in your Managed Account. This means that you receive all income and gains from those Financial Products.

Implementation: Your Financial Adviser has discretion to make investment decisions on your behalf in accordance with the agreed parameters of the Investment Program outlined in this Contract.  This ensures the time taken to implement an investment idea is not impacted by the time taken to gain your approval.  This ensures your Financial Adviser can get on with the management of your investment portfolio rather than being bogged down with administration processes.

Professional investment management: You gain access to professional investment management expertise of your Financial Adviser or a Third-Party Manager appointed by your Financial Adviser in actively managing your portfolio.

Tax efficient structure: Because you retain legal and/or beneficial ownership of the investments, management of your tax position can be more efficient when compared to other forms of investment through managed funds or unit trusts. Your tax management can be more efficient because:

  • you are entitled to all income and distributions arising from your investments;
  • you are entitled to all tax credits (e.g. franking credits) attached to distributions;
  • your tax planning can be better personalised; and
  • you don’t inherit the unrealised gains and losses of other investors.

Transparency: The Managed Account Service has the advantages of lower fees, greater flexibility & transparency.

Investment switches within your portfolio will be completed in a timely manner, and you will receive correspondence regarding the changes with an explanation of why these have occurred.

It will be easier to keep track of your investments as you will receive quarterly statements which will report the investment options you are invested in, the performance, fees you are paying, and any changes to your portfolio over that quarter.

We are here to provide you with insights and guidance. Our simplified new way to asset management is to stay connected and supportive via our private wealth clients access portal to create positive client experiences in a manner that promotes transparency and accountability.

  • Investment switches within your portfolio will be completed in a timely manner, and you will receive correspondence regarding the changes with an explanation why theses have occurred.
  • It will be easier to keep track of your investments as you will receive quarterly statements which will report the investment options you are currently invested in along with the performance, fees that you are paying and any changes to your portfolio over that quarter.
  • You will receive a monthly market update from our Investment Analyst.
  • You may be able to reduce your administration costs as you will have access to direct investments
  • Your funds will be invested according to your risk profile which will be reflected in the Investment Strategy

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understand the market

Our core services and depth of experience extend to securities and derivatives, international portfolios, equity capital markets, alternative assets, private debt, and capital advisory services.

Build People's Dreams

Our core services and depth of experience extend to securities and derivatives, international portfolios, equity capital markets, alternative assets, private debt, and capital advisory services.

Understand Asset Classes

Exposure to the major asset classes, including equities, fixed interest, ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed funds), private debt investments, and portfolio management.