Episode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts
IMAP Podcast Series - Independent Thought
Chapters
0:55
The Demographics of the “new SMSF” – the importance of Gen X
5:00
How Managed Accounts help the SMSF Investment Strategy obligation
8:50
What asset classes dominate SMSF strategy?
11:35
What role do Alternatives, infrastructure and private equity play in SMSF portfolios?
15:15
How are SMSF’s typically accessing international markets?
17:20
How are lumpy assets like property fitted into a portfolio management strategy?
22:25
What growth is there in ESG and sustainable portfolios in SMSFs?
24:50
What developments are changing the role of SMSFs?
IMAP Podcast Series - Independent Thought
Episode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts
Feb 21, 2022
IMAP
In this podcast John McIlroy of Crystal Wealth and Nicholas Ali of SuperConcepts will be discussing:
Who is starting SMSFs and what are their motivations?
Who is making the investment decisions once the SMSF is established?
Relation of the SMSF strategy to the mandate for the managed account portfolios
Incorporation of other assets into the way the portfolio is managed
Role of ESG in SMSF portfolios
Advantages of using managed accounts for SMSFs
What are main assets in SMSF and what is missing?
Moderated by David McDonald, IMAP Investment Specialist
