Many individuals have established or participate in Self-Managed Superannuation Funds as a means to ensure greater control and transparency of their retirement investment funds, however the effective management of those investments requires a substantial time commitment and is often best left to professional fund managers with the rigorous investment management discipline to ensure that the funds are actively managed to meet each clients superannuation investment objectives. Changing regulatory, tax reporting and compliance requirements also require considerable attention, PPM works with your financial and tax advisors to proactively manage your SMSF in accordance with these requirements.
PPM has a strong track record of capital preservation and long term investment management perfomance and is well suited to SMSF investors. Individually Managed Account (IMAs) are an ideal and transparent structure to help meet SMSF investment objectives. 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.
You can make regular contributions to further grow your investment as you build your retirement nest egg and during retirement can receive automatic payments directly into your nominated bank account.
The key benefits of PPM for SMSF investors include: