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Separately Managed Accounts, also known as Master Trusts or Wrap accounts, are a great choice if you want individual control but would like to retain professional management. These products allow you to build a customized portfolio of managed funds and direct shares, allowing you to diversify your exposure to listed investments while still enjoying the benefits of professional management. Your investments are looked after by a dedicated administrator who performs all custody and administrative functions, including trade execution, settlement and tax reporting. Additionally SMAs can be a tax effective investment strategy and investors do not inherit embedded capital gains when investing and asset transfers may not trigger capital gains tax.
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