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Separately Managed Accounts Seminar

We had significant interest from clients wanting to attend our Separately Managed Accounts (SMA) seminar.

Unfortunately we did not have the seating capacity for everyone to attend.  We have uploaded the guest speaker presentations so you do not miss out.

Lance Oliver from Challenger opened the seminar with an overview of the possible ‘Headwinds and Tailwinds’ for the Australian economy for 2010.

Click Here to View Market Outlook Presentation

Stuart Fechner delivered the main presentation for the afternoon, giving a detailed explanation of how an SMA operates, how they can be incorporated into our client portfolios and the benefits of doing so.

Click Here to View the SMA Presentation

After viewing the above presentations, if you still have some questions about the operation of an SMA and would like more information, please feel free to contact us.

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