A Model Solution


PPM has recently launched SMA models with investment and superannuation options.

PPM SMAs are suitable individual investors with a minimum initial investment of $20,000 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

Active Investment Management
Model Portfolio
Transparent Direct Ownership
Online and detailed reporting

PPM SMA Models


Smartwrap Investment Account

Smartwrap Superannuation Account

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.

Portfolio Profile

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.

Portfolio Profile

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.

Portfolio Profile

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.

Portfolio Profile

How to access a PPM SMA


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.

Currently PPM SMAs are available though the platform provider Powerwrap Limited.

We are excited about our new SMA offering and will be offering additional PPM models to enable more investors to access our proven portfolio models.

We would be delighted to talk to you in detail about PPM’s SMA model portfolios.

ADAM GRIFFITHS

Phone: 8256 3722
Email: ag@ppmfunds.com

SALLY HUMPRIS

Phone: 8256 3717
Email: sh@ppmfunds.com