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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.

Contact your nearest Elston Adviser for a confidential discussion about Separately Managed Accounts. For convenience, we have Advisers available to all capital cities including Brisbane, Gold Coast, Sydney and Melbourne. Phone 1300 ELSTON.

Direct and Non-direct Investment

Direct and Non-direct Investment

Direct and Non-direct Investment

Elston provides solutions that suits you and provides an outcome that considers all your requirements.

Superannuation and Self Managed Super Funds

Superannuation and Self Managed Super Funds

Superannuation and Self Managed Super Funds

An SMSF: The rule is an SMSF or a self managed super fund.

Individually Managed Accounts (IMA)

Individually Managed Accounts (IMA)

Individually Managed Accounts (IMA)

Our IMA is designed for investors who require the benefits of direct assets and investment management.

Managed Funds

Managed Funds

Managed Funds

Selecting a managed fund that is right for you can be like finding a needle in a hay stack. That’s where Elston can help.