A Model Solution
PPM SMAs are suitable individual investors who want to be able to access PPMs professional investment management expertise via a proven investment model.
PPM SMA Investors retain the benefits of direct ownership including transparency and portability without the hassles of managing their investments directly. All portfolio administration is undertaken by the platform provider, including dividends, corporate actions, tax record- keeping and reporting. Existing investments can easily be transferred into (or out of) a PPM SMA without triggering capital gains tax consequences.
Investors receive annual reporting and have online access 24/ 7 to the holdings of their model portfolio.
In conjunction with their financial planners or advisers, 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.
WHAT IS AN SMA?
A Separately Managed Account or SMA is a discretionary management agreement whereby clients delegate the day to day investment decisions and implementation of their chosen portfolio model to PPM while retaining the full beneficial ownership of their investments. PPM provides its professional investment management expertise and services and all execution, administration and reporting is undertaken by a platform provider.
Key benefits of a PPM SMA
| Feature | Managed Funds | LICs | ETFs | SMAs |
|---|---|---|---|---|
| Tax Efficiency | Poor | Moderate | Good | Good |
| Portability | None | None | None | Good |
| Managed to Particular Tax Outcome | No | Sometimes | No | No |
| Transparency | Poor-Moderate | Moderate | Good | Excellent |
| Direct Ownership | No | No | No | Yes |
| Embedded Tax Liability | Often | Often | Sometimes | No |
| Capital Losses can be applied to: | Future gains within structure | Future gains within structure | Future gains within structure | Any current or future gains |
| Variety of Investment Options | Excellent | Good | Moderate | Moderate |
| Portfolio Construction | Manager's discretion | Manager's discretion | Manager's discretion | Model portfolio |
| Tailored Management | No | No | No | No |
| Management Fee Tax Deductibility | No | No | No | No |
PPM SMA Models
Australian Equities Growth SMA
PPM Australian Equities Growth Model investment objective is to maximize long term capital growth total return. The model is constructed without consideration for index weighting or other artificial constraints with a strong focus on generating returns, preserving capital and effectively managing tax outcomes.
Global Equities Growth SMA
PPM Global Equities Growth Model investment objective is to maximise long term capital growth total return. The model is constructed without consideration for index weighting or other artificial constraints with a strong focus on generating returns, preserving capital and effectively managing tax outcomes.
Research Ratings
Australian Equities Growth SMA
SQM Research Report 2025 FAVOURABLE: 3.75 Stars*
Global Equities Growth SMA
SQM Research Report 2025 SUPERIOR: 4.25 Stars*
* The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
How to access a PPM SMA Model
You will need to consult the services of a financial adviser or accountant to access a PPM SMA. If you do not have a relationship with a financial adviser or account PPM may be able to assist you in locating one in your area who can recommend our SMA services.
PPM SMAs are available on HUB24, the leading investment and superannuation platform.
SIMON
MICHELL
Phone: 02 8256 3777
Email: sm@ppmfunds.com
I would be delighted to talk to you in detail about PPM’s SMA model portfolios.
CONTACT US
We would be delighted to talk to you in detail about PPM’s SMA model portfolios.
Phone: 02 8256 3777 Email: ppm@ppmfunds.com