3 August 2025

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Raising the GST to 15%100 Aussies: seven charts on who earns, pays, and owns Here's what should replace the $3 million super tax 9 winning investment strategies The rubbery numbers behind super tax concessions

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Home / Managed Accounts

Managed Accounts

1-6 out of 6 results.

Seven factors driving growth in Managed Accounts

Toby Potter
15 September 2021
5

As Managed Accounts surge through $100 billion for the first time, the line between retail, wholesale and institutional capabilities and portfolios continues to blur. Lower costs help with best interest duties.

5 flexible features of Managed Accounts

Jonathan Hoyle
12 June 2019
2

Managed Accounts are not only an investment platform and administration system. They represent a flexible way to offer financial advice, with scale and transparency advantages, but watch the cost.

Four drivers of growth in managed accounts

Toby Potter
19 July 2018
2

Several factors contribute to the growth in managed accounts, which are like ‘implemented advice’ for investors. Despite the fallout from the Royal Commission, these factors are largely unaffected so growth should continue.

10 tips for choosing a managed account

Damien Klassen
19 July 2018
1

Choosing the right managed account can be achieved more effectively by checking certain key features including fee structures, investment strategies, independence, performance and risk metrics.

Why more financial advisers are moving to 'independence'

Shannon Bernasconi
19 July 2018

More advisers want control over their businesses for the benefit of themselves and their clients rather than operating under institutional guidelines, and software providers are facilitating the change.

Managed accounts enter the mainstream

Matt Heine
14 September 2017
2

Managed accounts are becoming more mainstream. They allow investment transparency, better performance analysis and improved tax optimisation versus some other structures.

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Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

Noel Whittaker
9 July 2025

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

James Gruber
23 July 2025

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.

Tony Dillon
2 July 2025

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

James Gruber
9 July 2025

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

Tony Dillon
25 June 2025

With markets near record highs, here's what you should do with your portfolio

Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.

Jamie Wickham
16 July 2025

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