Separately Managed Accounts – three simple steps to growing your wealth.
Choose your preferred strategy from our suite of nine, and the amount you want to invest.
Open your trading account.
Permit us to manage your investment on your behalf.
These simple steps will ensure you experience all of the benefits of a direct share owner. That is, the account and associated stocks will be under your name, with all dividends and franking credits attributed directly to you.
Our unique position in the marketplace means that you’ll benefit from the reduced brokerage rates we’ve negotiated with our direct wholesale partners. You also have the option to choose a multi-strategy* approach instead of a single strategy.
Perpetual is the overseeing trustee. With over 130 years of experience, Perpetual’s primary responsibility is to maintain our client’s interests by ensuring compliance.
*The number of strategies available are dependent on initial investment due to the consideration of trading costs.
Get in touch with us today to discuss your needs
For a free, exploratory consultation, simply enter your details and we’ll be in touch within one business day. Our team of dedicated professionals are on standby and ready to help.