{"id":57297,"date":"2019-07-25T16:38:49","date_gmt":"2019-07-25T06:38:49","guid":{"rendered":"http:\/\/www.ppmfunds.com\/?page_id=57297"},"modified":"2025-12-08T16:03:25","modified_gmt":"2025-12-08T05:03:25","slug":"financial-advisers","status":"publish","type":"page","link":"https:\/\/www.ppmfunds.com\/financial-advisers\/","title":{"rendered":"Financial Advisers"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;3&#8243; bottom_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243;][vc_column column_width_percent=&#8221;100&#8243; position_horizontal=&#8221;left&#8221; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;10\/12&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243; text_transform=&#8221;uppercase&#8221;]<\/p>\n<h2>Working in partnership<\/h2>\n<p>[\/vc_custom_heading][\/vc_column][vc_column width=&#8221;2\/12&#8243;][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243;][vc_column column_width_percent=&#8221;100&#8243; position_horizontal=&#8221;left&#8221; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; width=&#8221;1\/1&#8243;][vc_row_inner limit_content=&#8221;&#8221;][vc_column_inner column_width_percent=&#8221;73&#8243; position_horizontal=&#8221;left&#8221; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/1&#8243;][vc_column_text]PPM works in partnership with financial advisers to provide professional investment management expertise with a proven track record through our\u00a0<a href=\"\/separately-managed-accounts\/\">Separately Managed Account<\/a>\u00a0(SMA) solutions for advisers and their clients.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_empty_space empty_h=&#8221;2&#8243;][vc_button button_color=&#8221;color-192244&#8243; size=&#8221;btn-lg&#8221; border_width=&#8221;0&#8243; icon_position=&#8221;right&#8221; display=&#8221;inline&#8221; link=&#8221;url:%2Fseparately-managed-accounts%2F|title:Accountants||&#8221; icon=&#8221;fa fa-angle-right&#8221;]WHAT IS AN SMA?[\/vc_button][vc_button button_color=&#8221;color-192244&#8243; size=&#8221;btn-lg&#8221; border_width=&#8221;0&#8243; icon_position=&#8221;right&#8221; display=&#8221;inline&#8221; link=&#8221;url:%2Fseparately-managed-accounts%2F%23access|title:Why%20managed%20accounts%20are%20taking%20off%20with%20investors||&#8221; icon=&#8221;fa fa-angle-right&#8221;]HOW TO ACCESS A PPM SMA[\/vc_button][vc_button button_color=&#8221;color-192244&#8243; size=&#8221;btn-lg&#8221; border_width=&#8221;0&#8243; icon_position=&#8221;right&#8221; display=&#8221;inline&#8221; link=&#8221;url:%2Fseparately-managed-accounts%2F%23sma-models|title:Why%20managed%20accounts%20are%20taking%20off%20with%20investors||&#8221; icon=&#8221;fa fa-angle-right&#8221;]PPM SMA MODELS[\/vc_button][\/vc_column][\/vc_row][vc_section back_color=&#8221;color-lxmt&#8221; overlay_alpha=&#8221;50&#8243;][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;3&#8243; bottom_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243;][vc_column width=&#8221;1\/1&#8243;][vc_custom_heading text_transform=&#8221;uppercase&#8221;]Why use an SMA?[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243;][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;2&#8243; back_color=&#8221;color-xsdn&#8221; overlay_alpha=&#8221;50&#8243; border_color=&#8221;accent&#8221; border_style=&#8221;solid&#8221; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1563934896893{border-bottom-width: 3px !important;}&#8221;][vc_custom_heading text_color=&#8221;color-192244&#8243; heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243;]BENEFITS FOR YOUR BUSINESS[\/vc_custom_heading][vc_column_text css=&#8221;.vc_custom_1563935651067{padding-bottom: 1px !important;}&#8221;]An SMA is an effective way for financial advisers to offer a direct equity portfolio solution to clients while gaining significant time, administrative and cost savings by outsourcing the investment management, custody and execution processes.<\/p>\n<p>SMAs provide the benefits of direct share ownership such as transparency and portability with the addition of active management by a professional investment manager.<br \/>\nAll portfolio administration is undertaken by the platform provider, including dividends, corporate actions, tax record- keeping and reporting. Existing investments can easily be transferred into a PPM SMA without triggering capital gains tax consequences.[\/vc_column_text][vc_accordion active_tab=&#8221;0&#8243;][vc_accordion_tab title=&#8221;KEY BENEFITS&#8221; tab_id=&#8221;1563838258-1-701563838992638&#8243; slug=&#8221;benefits-business&#8221;][uncode_list icon=&#8221;fa fa-chevron-right&#8221; icon_color=&#8221;accent&#8221;]<\/p>\n<ul>\n<li><strong>A specialist investment manager<\/strong> &#8211; with a team of experienced portfolio managers and analysts, investment management is PPM\u2019s core business<\/li>\n<li><strong>Active Management in Australian and Global Equities <\/strong>&#8211; PPM\u2019s investment philosophy and models are time tested with our investment expertise proven over a 20 year + track record.<\/li>\n<li><strong>Direct access to a portfolio manager <\/strong>&#8211; in addition to regular market commentary and updates, the portfolio managers are always available to discuss SMA holdings. We can also schedule regular presentations to ensure that you are always aware of how we are managing your clients\u2019 portfolios, what securities are included and why.<\/li>\n<li><strong>Integrated and consolidated reporting <\/strong>&#8211; SMA reporting can be downloaded directly from the platform provider.<\/li>\n<li><strong>Time savings <\/strong>&#8211; Partnering with PPM can free you up to grow your business by ensuring greater time can be spent focusing on clients while PPM undertakes the investment management.<\/li>\n<li><strong>Dedicated client services, market updates and quarterly insights <\/strong>to support you and your practice.<\/li>\n<li><strong>Accessed on leading platforms <\/strong>to provide easy portfolio visibility and ensure that at no time does PPM have your client\u2019s information.<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][\/vc_accordion][\/vc_column][vc_column column_width_percent=&#8221;100&#8243; gutter_size=&#8221;2&#8243; back_color=&#8221;color-xsdn&#8221; overlay_alpha=&#8221;50&#8243; border_color=&#8221;accent&#8221; border_style=&#8221;solid&#8221; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/2&#8243; css=&#8221;.vc_custom_1563935579786{border-bottom-width: 3px !important;}&#8221;][vc_custom_heading text_color=&#8221;color-192244&#8243; heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243;]BENEFITS FOR YOUR CLIENTS[\/vc_custom_heading][vc_column_text]PPM SMAs are suitable for individual investors who want to be able to access PPMs professional investment management expertise via a proven investment model.<\/p>\n<p>In conjunction with their financial planner or adviser, investors select an SMA investment model that is best suited to meet their investment objectives and their portfolio will be managed in accordance with that model.<\/p>\n<p>Investors receive annual reporting and have online access 24\/ 7 to the holdings in their portfolio.[\/vc_column_text][vc_accordion active_tab=&#8221;0&#8243;][vc_accordion_tab title=&#8221;KEY BENEFITS&#8221; tab_id=&#8221;1563838258-2-161563838992638&#8243; slug=&#8221;benefits-clients&#8221;][uncode_list icon=&#8221;fa fa-chevron-right&#8221; icon_color=&#8221;accent&#8221;]<\/p>\n<ul>\n<li><strong>Hassle-free mode of direct ownership of an equity portfolio<\/strong> that is professionally managed by an established investment manager.<\/li>\n<li><strong>Beneficial ownership <\/strong>means you have your own individual shareholdings. Your existing shares can be transferred into an SMA and, should circumstances change, you can transfer your individual shareholdings out of your SMA and continue to hold them.<\/li>\n<li><strong>No pooling of capital gains <\/strong>&#8211; your tax position is unaffected by other investors as each clients\u2019 holdings have individual cost bases for each of their listed securities. This means there are no tax consequences as a result of other investors\u2019 transactions or prior capital gains unlike a unit trust structured managed fund.<\/li>\n<li><strong>Professional active management <\/strong>of your own direct portfolio of Australian and Global Equities. PPM\u2019s SMA capability is time tested with proven investment expertise over a 20 year + period.<\/li>\n<li><strong>Access to corporate opportunities, IPOs and capital raisings <\/strong>as well as professional advice around these corporate actions.<\/li>\n<li><strong>Cost effective <\/strong>with an inclusive fee structure via platforms and no performance fee, providing full transparency of costs<\/li>\n<\/ul>\n<p>[\/uncode_list][\/vc_accordion_tab][\/vc_accordion][vc_empty_space empty_h=&#8221;2&#8243;][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243;][vc_column width=&#8221;1\/1&#8243;][vc_custom_heading text_transform=&#8221;uppercase&#8221;]Adviser Resources[\/vc_custom_heading][vc_empty_space empty_h=&#8221;0&#8243;][vc_column_text]<span style=\"color: #333333;\">PPM provides resources you can download to assist in educating clients on the features and benefits of SMAs.<\/span><\/p>\n<p>PPM SMA flyers show the features and benefits of SMAs for both advisers and clients, while the PPM SMA factsheets provide information on our Australian Equities Growth SMA and Global Equities Growth SMA models and current performance.<\/p>\n<p>You can also access exclusive PPM SMA articles which can be used in your client newsletters. To request permission email <a href=\"mailto:ppm@ppmfunds.com\">ppm@ppmfunds.com<\/a>[\/vc_column_text][vc_tabs history=&#8221;yes&#8221;][vc_tab title=&#8221;PPM SMA Flyers&#8221; tab_id=&#8221;1556673760-1-7715638380167301563840161786&#8243; slug=&#8221;ppm-sma-flyers&#8221;][vc_row_inner row_inner_height_percent=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; css=&#8221;.vc_custom_1556675056203{margin-top: 30px !important;}&#8221; limit_content=&#8221;&#8221;][vc_column_inner column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;3\/12&#8243;][vc_custom_heading text_color=&#8221;accent&#8221; heading_semantic=&#8221;h4&#8243; text_size=&#8221;h5&#8243;]SMA BENEFITS FOR ADVISERS[\/vc_custom_heading][vc_single_image media=&#8221;57307&#8243; media_width_use_pixel=&#8221;yes&#8221; alignment=&#8221;center&#8221; shadow=&#8221;yes&#8221; shadow_weight=&#8221;std&#8221; media_width_pixel=&#8221;200&#8243; media_link=&#8221;url:http%3A%2F%2Fwww.ppmfunds.com%2Fwp-content%2Fuploads%2F2019%2F07%2Fbenefits-for-advisers.pdf||target:%20_blank|&#8221;][vc_button button_color=&#8221;color-192244&#8243; size=&#8221;btn-sm&#8221; border_width=&#8221;0&#8243; link=&#8221;url:http%3A%2F%2Fwww.ppmfunds.com%2Fwp-content%2Fuploads%2F2019%2F07%2Fbenefits-for-advisers.pdf||target:%20_blank|&#8221;]Download Now[\/vc_button][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/3&#8243;][vc_custom_heading text_color=&#8221;accent&#8221; heading_semantic=&#8221;h4&#8243; text_size=&#8221;h5&#8243;]SMA BENEFITS FOR YOUR CLIENTS[\/vc_custom_heading][vc_single_image media=&#8221;57299&#8243; media_width_use_pixel=&#8221;yes&#8221; alignment=&#8221;center&#8221; shadow=&#8221;yes&#8221; shadow_weight=&#8221;std&#8221; media_width_pixel=&#8221;200&#8243; media_link=&#8221;url:http%3A%2F%2Fwww.ppmfunds.com%2Fwp-content%2Fuploads%2F2019%2F07%2FSMA-Investors.pdf||target:%20_blank|&#8221;][vc_button button_color=&#8221;color-192244&#8243; size=&#8221;btn-sm&#8221; border_width=&#8221;0&#8243; link=&#8221;url:http%3A%2F%2Fwww.ppmfunds.com%2Fwp-content%2Fuploads%2F2019%2F07%2FSMA-Investors.pdf||target:%20_blank|&#8221;]Download Now[\/vc_button][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_tab][vc_tab title=&#8221;PPM SMA Fact Sheets&#8221; tab_id=&#8221;1556673760-2-2615638380167301563840161786&#8243; slug=&#8221;ppm-sma-fact-sheets&#8221;][vc_row_inner row_inner_height_percent=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; css=&#8221;.vc_custom_1556675056203{margin-top: 30px !important;}&#8221; limit_content=&#8221;&#8221;][vc_column_inner column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;3\/12&#8243;][vc_custom_heading text_color=&#8221;accent&#8221; heading_semantic=&#8221;h4&#8243; text_size=&#8221;h5&#8243;]GLOBAL EQUITIES GROWTH SMA[\/vc_custom_heading][vc_single_image media=&#8221;57301&#8243; media_width_use_pixel=&#8221;yes&#8221; alignment=&#8221;center&#8221; shadow=&#8221;yes&#8221; shadow_weight=&#8221;std&#8221; media_width_pixel=&#8221;200&#8243; media_link=&#8221;target:_blank&#8221;][vc_button button_color=&#8221;color-192244&#8243; size=&#8221;btn-sm&#8221; border_width=&#8221;0&#8243; link=&#8221;url:http%3A%2F%2Fwww.ppmfunds.com%2Fwp-content%2Fuploads%2F2025%2F12%2Fsma-global-november-25.pdf|target:_blank&#8221; button_color_type=&#8221;uncode-palette&#8221; uncode_shortcode_id=&#8221;157681&#8243;]Download Now[\/vc_button][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/3&#8243;][vc_custom_heading text_color=&#8221;accent&#8221; heading_semantic=&#8221;h4&#8243; text_size=&#8221;h5&#8243;]AUSTRALIAN EQUITIES GROWTH SMA[\/vc_custom_heading][vc_single_image media=&#8221;57300&#8243; media_width_use_pixel=&#8221;yes&#8221; alignment=&#8221;center&#8221; shadow=&#8221;yes&#8221; shadow_weight=&#8221;std&#8221; media_width_pixel=&#8221;200&#8243; media_link=&#8221;target:_blank&#8221;][vc_button button_color=&#8221;color-192244&#8243; size=&#8221;btn-sm&#8221; border_width=&#8221;0&#8243; link=&#8221;url:http%3A%2F%2Fwww.ppmfunds.com%2Fwp-content%2Fuploads%2F2025%2F12%2Fsma-domestic-november-25.pdf|target:_blank&#8221; button_color_type=&#8221;uncode-palette&#8221; uncode_shortcode_id=&#8221;173599&#8243;]Download Now[\/vc_button][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_tab][vc_tab title=&#8221;SMA Articles for your newsletters&#8221; tab_id=&#8221;1556675964624-3-815638380167301563840161786&#8243; slug=&#8221;sma-articles&#8221;][vc_row_inner row_inner_height_percent=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; css=&#8221;.vc_custom_1556675056203{margin-top: 30px !important;}&#8221; limit_content=&#8221;&#8221;][vc_column_inner column_width_percent=&#8221;100&#8243; gutter_size=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/1&#8243;][vc_custom_heading text_color=&#8221;accent&#8221; heading_semantic=&#8221;h4&#8243; text_size=&#8221;h5&#8243; text_transform=&#8221;uppercase&#8221;]A selection of news articles for you to use in your own publications[\/vc_custom_heading][vc_empty_space empty_h=&#8221;1&#8243;][uncode_index el_id=&#8221;index-149758&#8243; index_type=&#8221;carousel&#8221; loop=&#8221;size:All|order_by:date|post_type:post|tags:73&#8243; carousel_lg=&#8221;3&#8243; carousel_md=&#8221;3&#8243; carousel_sm=&#8221;1&#8243; gutter_size=&#8221;3&#8243; 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