Separately Managed Accounts provide investors with exposure to professionally managed portfolio stocks, where the beneficial ownership of the underlying securities rest with the investor.

Separately Managed Accounts (SMA's)

The SMA's are held in custody with HUB24 Custodial Services Ltd ABN 94 073 633 664 with the investor owning teh security.

Investors have online access to their accounts through the HUB24 website and can check account activity as frequently as they wish.

SMA's provide investors with exposure to professionally managed portfolio stocks - but unlike poled managed funds, beneficial ownership of the underlying securities rest with the investor, and this is one of Azure Group Wealth's key differentiation.

SMA's offer the potential for a better after-tax outcome, as the structure will generally allow for management of tax parcels.  An SMA also provides investors with full transparency of all the securities held in the portfolio, in real time.

Azure Group Wealth's fees are 1% per year with a minimum account size.

We have a choice of tailored Investment Programs for access to our SMA Model Portfolio's being:

  • Defensive
  • Conservative
  • Balanced
  • Growth
  • High Growth

Please contact us to find out more information on any of our portfolios.

Private Client SMA's

Information on our Private Client SMA is available to accredited investors only.  Please contact our team so we can determine if you meet the accredited Sophisticated Professional Investor Standard.