HWP invest
Netwealth Login
Smartwrap Login
My Prosperity
Hamilton Wealth Partners
  • ABOUT
    • Our Strategic Alliances
    • Our Investment Philosophy
    • Our Values
  • OUR SERVICES
  • Responsible Investing
  • OUR TEAM
    • Partners
    • The Team
    • Advisory Board
  • NEWS CENTRE
    • News
    • Insights
    • Podcasts
    • Events
    • Awards
    • Archive
  • CONTACT
October 2 2018

SMAs can be a costly vehicle for offshore investment (The Aust 02/10/18)

Hamilton Wealth News

The SMA is not a new structure. It has been available in the Australian market since the 1970’s.

International SMAs have started to grow in popularity. However, there are a few crucial differences that need to be considered by investors when assessing the suitability of an international SMA.

Whilst domestic SMA structures delivers flexibility, overcoming the taxation issues as well that arise in unit trusts and provides a high level of transparency. These benefits are shared with international SMAs.

When high quality, conviction management with strong track records of outperformance is widely available for 0.8 per cent plus GST, it’s hard to see why anyone would consider an international SMA given the cost.

 

 

Related Posts

News

Reserve Bank must raise interest rates faster, says Mark Burgess, former Future Fund chief – The Australian 9/05/22

News

Ignore the rhetoric and invest in China: Wylie – The Australian 25/04/22

News

Court to rule as tax office takes aim at family trust income distribution – The Australian 23/04/22

© Hamilton Wealth Partners 2022
Important Information | General Advice | CPD Policy | Privacy Statement