Individually Managed Account (IMA)

individually managed accounts IMAs

 

Managed Accounts

 
Individually Managed Accounts are a tailored investment management vehicle combining direct share ownership with professional management.  We first developed Individually Managed Accounts or IMAs in 1995 to provide a better form of professional investment management. 
 
An IMA is a portfolio owned directly by the investor and managed by a professional investment manager to meet the specific and individual needs of each investor.
 
IMAs are ideal investment management structures for private investors, family offices, SMSFs, charitable organisations and Private Ancillary Funds.
 
We offer three investment strategies through an IMA structure: Australian equity, growth & income, and international shares.
 

Individually Managed Accounts provide many benefits including:

  • Tailored investment management to suit each individual investor
  • Portfolio holdings and transaction transparency
  • Cost effectiveness
  • Ability to participate in institutional share offerings
  • Safekeeping of assets through an independent custodian
  • Tax effective investment management to manage tax outcomes such as capital gains
  • Ability to import an existing portfolio without incurring capital gains tax
  • The attributes of direct share ownership, including franking credits and potential tax concessions
In addition to investment management and reporting, our IMA offering includes on-line account access, formal quarterly portfolio performance appraisals, portfolio commentary, and annual tax reporting.
 
For a comparison of different investment structures including Individually Managed Accounts, managed funds, ETFs, Separately Managed Accounts, and listed investment companies, see PPM's white paper Investment Structures Matter.
 
See PPM's short paper Individually and Separately Managed Accounts: More than Alphabet Soup for more information about the differences between Individually Managed Accounts (IMAs) and Separately Managed Accounts (SMAs).

PPM Financial Services Guide

NB: This data provides general information only, it does not take into account any individual's objectives, financial situations or needs. Potential investors should consider the appropriateness of any advice ot their own circumstances and seek professional advice prior to acting on any information on this page. Past performance is not necessarily indicative of future returns.