Domestic, Separately Managed Accounts (SMAs), November 2018

Domestic SMA structures delivers flexibility, overcoming the taxation issues as well that arise in unit trusts and provides a high level of transparency. They have increased in popularity and are available with the correct underlying cost structures.

We have prepared this White Paper on Domestic SMAs for discussion purposes.

Before looking at Domestic SMAs an investors risk profile forĀ  must be appropriate.