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
Investment solution provider Channel Capital has appointed James Archer as its latest distribution director, joining from Pinnacle Investment Management.
Bennelong Funds Management has signed a memorandum of understanding with US private credit manager Monroe Capital to distribute its products in Australia.
Global equity manager Talaria Capital has appointed a Sydney-based sales director as it grows its distribution presence across Australia.
Global private markets firm Partners Group has launched an evergreen fund to provide Australian advisers with access to its cross-sector royalties strategy.
