Infocus launches flexible SMA platform
Infocus Wealth Management has launched a separately managed account (SMA) platform with integrated reporting and tax optimisation functionality which will be part of its new managed accounts solution for advisers delivered by investment administrator Praemium.
“This offers a completely automated SMA investment option for advisers and their clients. It’s ideal for SMSF (self-managed super funds) and high net worth clients seeking transparency, cost effectiveness and flexibility in investment management and reporting,” Infocus managing director, Rod Bristow, said.
Clients will now have access to complete multi-asset class portfolios appropriate to their risk profile and a range of single asset class portfolios. The managed accounts also automatically optimise tax outcomes for each investor and offer a functionality to minimise or maximise gains.
“For advisers in the Infocus group we continue to deliver efficiency in investment management and reporting, whether clients are invested in managed funds or managed accounts,” Bristow said.
“Client portfolios are always aligned and up to date – so advisers do not need to prepare advice documents when model portfolios change.”
Recommended for you
Schroders has appointed a new chief executive as Simon Doyle steps down from the asset manager after 22 years.
Distribution of private credit funds through advised channels to retail investors will be an ASIC priority for 2026 as it releases the results of its thematic fund surveillance and guidance for research houses.
State Street Investment Management has taken a minority stake in private market secondaries manager Coller Capital with the pair set to collaborate on broaden each firm’s reach and drive innovation.
BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size.
