Separately Managed Accounts (SMA)

Direct asset ownership without the hassle

Investors often prefer the transparency and flexibility of direct asset ownership, so they know their wealth is on track. However, many people don’t want the responsibility of investment management and trustee duties.

Separately Managed Accounts (SMAs) are customised to include a range of investments that are at the discretion of your dedicated Elston Advisers. The Elston SMA is a ‘hands-off’ solution for direct asset ownership, professionally managed by an experienced team with a clear investment philosophy that offers transparency, tax efficiency and a focus on long-term returns.

If you would like more information or a confidential discussion about Separately Managed Accounts, please contact your nearest Elston Adviser in Ballina, Brisbane, Bundaberg,Canberra, Gold Coast, Hervey Bay or Tamworth ,1300 ELSTON.