Partnering with financial advisers & accountants


PPM understands the trusted relationship between a financial adviser / accountant and their client. Working in partnership with financial advisers and accountants PPMs IMA and SMA solutions offer advisers and accountant access to their professional investment management expertise and a proven performance track record for their clients.

However, we understand that investment performance is only part of what makes a good adviser/ investment manager relationship – integrated technology, comprehensive reporting and regular communication are key to ensuring that the adviser and their client needs are addressed.

PPM offers IMA and SMA direct investment solutions where the client retains the beneficial ownership of the underlying assets each sharing a common focus of generating returns, preserving capital and assisting in effectively managing tax outcomes.

SEPARATELY MANAGED ACCOUNTS

PPMs newly launched Investment and Superannuation SMAs are suitable to 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. Clients in conjunction with their financial advisers or accountant select the PPM SMA portfolio model that is best suited to meet their investment objectives and their portfolio will be managed in accordance with that model.

SMA SOLUTIONS

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INDIVIDUALLY MANAGED ACCOUNTS

PPMs premium IMA solutions are suitable for HNW individuals, SMSF trustees, Not-for-profit and institutional investors. PPM works in collaboration with a clients financial adviser/ accountant to construct a bespoke investment portfolio that is tailored to meet each client’s investment requirements, risk tolerance and tax considerations. Clients can specify growth or income requirements, specific investment, environmental, social or governance (ESG) restrictions.

IMA SOLUTIONS

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Key benefits for financial advisers & accountants

  • A specialist investment manager – Investment management is PPM’s core business – supported by a team of experienced portfolio managers and analysts, we do not offer an financial planning or accounting services. We partner with advisers and accountants to provide a personalised, tailored approach to meet clients investment needs and objectives. PPM is privately owned and unaligned to any product provider.
  • Active Management in Australian and Global Equities - PPM’s IMA and SMA capability is time tested, proven investment expertise with a 20 year + track record.
  • Direct access to a portfolio manager dedicated to each client – we can schedule regular presentations and notifications such that you are always aware of how we are managing your clients’ portfolios, what securities are included and why.
  • Integrated and consolidated reporting - IMA quarterly and annual client reports can be tailored to provide information in a format that matches your technology requirements – IRESS, Xplan, COIN or CLASS as well as all master trusts and wrap platforms to facilitate easy consolidated client reporting. The are no platform or administration fees. SMA reporting can be downloaded directly from the platform provider.
  • Time savings - Partnering with PPM can assist in growing your business by ensuring greater time can be spent on focusing on clients with PPM undertaking the investment management.
  • Dedicated client services, market updates and quarterly insights to support for your practice.
  • Bespoke ‘white labeled’ investment solutions – as a partner to PPM advisers and accountants can chose whether they wish to white label our client solution so that reporting of PPMs IMA solutions for your clients is tailored to best suit your practice requirements.
  • IMA fully inclusive fee structure - Our management fee for our IMAs is inclusive of all investing, client communication and reporting. The IMA fee is an eligible tax deduction for your client.
  • Access to corporate opportunities IPOs and capital raisings for your clients as well as professional advice around these corporate actions. We take care of all corporate action administration.
  • Beneficial ownership meaning no pooling of capital gains - each clients tax position is unaffected by other IMA or SMA investors as such each clients’ holdings have individual cost bases for each of their listed securities. This means there are no tax consequences for your client as a result of other investors’ transactions or prior capital gains made unlike those within a unit trust structured managed fund.

SALLY HUMPHRIS

Phone: 8256 3717
Email: sh@ppmfunds.com

I would be delighted to talk to you in detail about PPM’s IMA and SMA offering.