Individually Managed Account (IMA)

individually managed accounts IMAs
 
PPM first developed Individually Managed Accounts (IMAs) in 1995 to provide our clients with a better service in relation to the management of their investments. IMAs are a discretionary management service whereby clients delegate the day to day investment decisions and implementation of their chosen investment strategy to PPM while retaining the full beneficial ownership of their investments.
 
IMAs are ideal investment management structures for private investors, family offices, SMSFs, charitable organisations and Private Ancillary Funds.
 
PPM offers three investment strategies through an IMA service: Australian Equity, Growth & Income and International Shares.
 

IIMAs 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
  • Ability to import an existing portfolio taking into consideration taxation implications.
  • The attributes of direct share ownership, including franking credits and potential tax concessions
  • Individual 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).