Managed portfolios vital for SMSF diversification
International managed portfolios are vital for self-managed super funds to diversify their portfolios, according to head of marketing and distribution at HUB24, Wes Gillett.
Carrying the benefits of transparency, control of tax and reduction in costs the introduction of international managed portfolios gives SMSFs the ability to directly access international assets rather than just though managed funds or exchanged traded funds.
“We think the big issue with SMSFs is the huge asset imbalance they have compared to the prevailing pension fund accepted practice,” Gillett said.
Please feel to call if you need any guidance on your SMSF
Cayle Petritsch
SMSF Specialist Advisor
T: 02 9984 7774
E: caylep@nac.com.au
Martin van der Saag
Director
T: 02 9984 7774
E: martinv@nac.com.au
“Managed portfolios can transform an SMSF’s investment strategy by delivering instant diversification and professional oversight.”
About the author
Cayle Petritsch - Director & Wealth Advisor
Cayle Petritsch, Director and Wealth Advisor, works with our existing clients who have recognised the importance of business owners making strategic financial choices not only for their company, but for their personal finances too.
Cayle saw a great opportunity to expand North Advisory’s services into SMSF/superannuation, personal wealth management, asset protection services and other crucial personal finance facets that business owners need to consider.
His approach to wealth management allows you to receive highly personalised wealth advice. Working closely with Marius, Cayle understands the unique needs of every client, from their lifestyle and business goals to their retirement plans.
Key Takeaways
Managed Portfolios Simplify Diversification
They help SMSFs access a broad range of asset classes without needing to select and monitor each investment individually.
Risk Management Is Enhanced
By spreading exposure across different assets and markets, managed portfolios help reduce concentration risk in an SMSF.
Professional Oversight Adds Value
Experienced managers monitor markets, rebalance portfolios and adjust holdings to align with market conditions and strategic objectives.
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Frequently Asked Questions
What is a managed portfolio?
A managed portfolio (or managed discretionary account) is a professionally constructed investment option where assets are selected and monitored on your behalf according to a defined strategy.
Why is diversification important for SMSFs?
Diversification reduces risk by spreading investments across asset classes, sectors and geographies, protecting the SMSF from concentration risk in any one asset.
How do managed portfolios help with SMSF diversification?
Managed portfolios provide exposure to a range of assets in a single solution, often including shares, fixed interest, property and alternatives, without requiring trustees to pick each individual investment.
Can SMSF trustees still retain control with managed portfolios?
Yes. Trustees remain responsible for ensuring the investment strategy aligns with the SMSF’s goals, even when using managed portfolios.
Are managed portfolios suitable for all SMSFs?
They are suitable for many, but suitability depends on the SMSF’s objectives, risk profile and circumstances; professional advice is recommended.
How do international managed portfolios help my SMSF invest outside Australia?
International managed portfolios give SMSFs the ability to directly access overseas assets, rather than relying only on managed funds or ETFs for international exposure.
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