Focus on the big picture

With managed accounts you can change client conversations from admin to focus on strategy. A different discussion means a different relationship.

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Client benefits of managed accounts

Cost efficient

Like managed funds, managed accounts can offer lower management, custody and execution costs than retail broking fees.

Transparent

You and your client can view the underlying securities held.
In changing markets, you can track the performance of individual holdings.

Responsive

Managed accounts offer the advantages of dynamic asset allocation, allowing investment managers to move in and out of asset classes quickly to take advantage of emerging opportunities and manage risk.

Tax efficient

Managed accounts can provide tax benefits as the tax positions for direct equities are the client's own. Portability of underlying holdings can also help manage any tax implications.


Like to know more about managed accounts with Macquarie? 

Watch this short video to hear two of our managed account experts, Cameron Garrett and Bianca De Melo, prepare for a managed accounts discussion with an adviser. 

The SMA options - deciding which investment solution is best

Buy SMAs from our existing menu

Similar to how we have a menu of approved managed funds for you to invest in within Macquarie Wrap, we also have a menu of approved SMAs ready to go – over 85 models across 26 managers. See below for a full list of our approved SMA managers and models.

Why choose this option?

This option provides the quickest way for you to start using SMAs in your business and realise the benefits they can deliver to you and your clients. You can take advantage of a specialist investment team managing the portfolios and free up more time to spend with your clients.

Partnered SMA

Jointly manage your SMA model by sharing the responsibility with an experienced and qualified partner. For example, you can work along-side an external investment provider who sets the investment strategy and decisions.

Why choose this option?

You may have some, but not all of the capability to build your own SMA. This is a good option where you can hold on to some of the responsibilities, and leave the rest to a specialist team who are experts in the field.

Build an SMA

If your firm has investment management capability backed by a robust strategy, set of controls and methodologies, you may be able to build and/or bring your own SMA to our platform.

Why choose this option?

You can use your own RE structure, or appoint Macquarie as the RE, and keep full control of the investment solution and maintain greater flexibility in determining your investment decisions.

SMAs with Macquarie

Learn more about the SMA options available to your clients through our wrap platform.

Let our team of experts help you today

Start a conversation

SMA investment managers available to you with Macquarie Wrap

Select company to access SMA model factsheets

Our managed account solutions – the Macquarie GMA and SMA on Wrap

Macquarie GMA

The Macquarie Global Managed Account (GMA) is the first of its kind in Australia, providing personalised investment management and market leading optimisation capabilities. Please contact us to learn more about this product.

SMA on Wrap

Our Macquarie Wrap platform is now one of the biggest on the market, offering flexible solutions for clients. And our SMA options are growing too. We have newly approved SMA managers on our menu, bringing the total to more than 75 models across 18 managers.

Learn more about managed accounts 

Together we continue to provide award-winning service

Our platform was rated number one by our clients in both the CoreData SMSF and Roy Morgan Customer Satisfaction awards for 2017. We’re proud to hear our clients are satisfied with the way we’re helping them to manage and grow their super for the future. Thank you for your continued support.

Roy Morgan customer satisfaction award

Technical information in the palm of your hand

Our Little Black Book lets you access technical information and expertise, without having to search the web for industry facts and figures.