30 October 2025

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Retirement income expectations hit new highs Four best-ever charts for every adviser and investor Why super returns may be heading lower Preparing for aged care Our experts on Jim Chalmers' super tax backdown

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Home / Managed Accounts

Managed Accounts

1-7 out of 7 results.

Managed accounts and the future of portfolio construction

Arian Neiron
22 October 2025
1
3

With $233 billion under management, managed accounts are evolving into diversified, transparent, and liquid investment frameworks. The rise of ETFs and private markets marks a shift in portfolio design and discipline.

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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In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

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Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.

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Why I dislike dividend stocks

If you need income then buying dividend stocks makes perfect sense. But if you don’t then it makes little sense because it’s likely to limit building real wealth. Here’s what you should do instead.

James Gruber
8 October 2025

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