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Showing 1 - 10 of 270 results for "Separately Managed Accounts"

Clime suspended from ASX for missing audit deadline

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
... franked dividend of 50 cents per share on completion of the audit. Clime recently said it is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. "Commercial terms are agreed. These ...

Managed account FUM jumps to $315bn

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
... advisers in Australia are already using managed accounts, and another 13% are considering doing so. Separately managed accounts accounted for 65% of the market share of the total FUM, whereas managed discretionary accounts (MDAs) remained stable at 20.3%. ...

Stay up to date with regulatory compliance at the FAAA Congress

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
... about some reports that ASIC is working on that will be interesting to follow, including a review on separately managed accounts, but she'll also have a chance to talk about what they have done this year across Shield and First Guardian." Anderson ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... governance of what is being offered to retail clients. Managed accounts operate under two legal structures: separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMAs are the structure most widely used for retail clients, with ...

BT Panorama hires long-serving Russell Investments executive

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... their business grows." BT Panorama's managed accounts assets have reached $43.8 billion. This spans separately managed accounts (SMAs), tailored portfolios (MDAs) and adviser portfolios. BT chief product officer Annabelle Kline said: "Managed accounts ...

T. Rowe Price scales fixed income ETF offering via acquisition

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
... assets under management, across ETFs, institutional separate accounts, and both taxable and municipal separately managed accounts (SMAs). Its standardised suite of single-security US Treasury ETFs has been the first to provide maturity-specific exposure ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
... now represent around 13% of the total, Singh said. The introduction of its diversified funds through separately managed accounts (SMAs) has enabled the group to reduce its administration fees, which are getting closer to competing with industry fund ...

Dexus executives step down over leaked airport data case

RIDDHIMA TALWANI  |  TUESDAY, 9 JUN 2026
... Dexus Core Infrastructure Fund, Australia Pacific Airports Fund vehicles, Infrastructure mandates and separately managed accounts.

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... Intelligent Investor business to another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business, comprising the website and management rights to its ...

Performance test reforms to curb benchmark hugging: Treasury

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... the majority of which are on platforms - is a possibility. Single- or multi-manager products, and separately managed accounts fall into this category. Treasury is taking submissions in response to its consultation paper Strengthening the superannuation ...
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