23 August 2025

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Which generation had it toughest?100 Aussies: seven charts on who earns, pays, and owns The best way to get rich and retire early A perfect storm for housing affordability in Australia Chinese steel - building a Sydney Harbour Bridge every 10 minutes

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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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Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.

Mark McCrindle
6 August 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

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

James Gruber
6 August 2025

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Cameron Kusher
6 August 2025

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

Ashley Owen
30 July 2025

Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

James Gruber
13 August 2025

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