Separately Managed Accounts - SMAs by Praemium

Separately Managed Accounts - SMAs by Praemium from Praemium - Sydney

By: Praemium - Sydney  15-Nov-2010
Keywords: Capital Gains Tax, Investment Planning, Portfolio Administration

Præmium is a pioneer and recognised industry leader in the development of Separately Managed Account (SMA) technology for Australia. Our proprietary state of the art technology for operating a SMA enables:

    * Online access for model providers, advisers and clients
    * Full online account set up and maintenance
    * Daily rebalancing of models
    * Netting of buy/sell transactions across models
    * In specie transfer of assets
    * Customisations including stock substitutions and holding locks
    * Capital gain scenario modelling and optimisation
    * Multiple options for fee payments
    * Badging

An SMA can be thought of as a more efficient alternative to a managed fund. You are still investing in shares and you are still accessing the fund manager's ability to select stocks. The key difference between an SMA and a managed fund is that the SMA is non-unitised.

Please visit for more information on Praemium's SMA services

Keywords: Capital Gains Tax, Cgt Optimisation, Cgt Processing, Corporate Action Processing, Investment Planning, Investment Portfolio Management, Investment Wrap, Portfolio Administration, Portfolio Administration Service, Portfolio Administration System, Smsf Adiministraion, Smsf Administration System,