Investment Diversification

Global SMA portfolios provide a direct investment diversification alternative

With the Australian share market representing only 1.7%* of global share market value and being…

Will Documents

Don’t leave it too late! Important succession planning considerations for SMSF Trustees

PPM has, for over 20 years been focused on successfully building the wealth of our individual…

Bad Headlines

Bad Headlines? What does the growing negative sentiment in the financial markets mean for SMSF trustees?

You may have seen the increasingly concerning headlines from the Royal Commission into Misconduct…

SMSF Association

Investment structure is a crucial consideration for SMSF trustees

Despite the increasing complexity of superannuation laws in Australia, SMSF Trustees and their…

SMA

IMAs & SMAs meet the demands of SMSF trustees for direct international equities portfolios

Individually Managed Accounts (IMAs) and Separately Managed Accounts (SMAs) enable trustees of…

Tax Planning

Matching Investments to Holding Structure

Investment structure is a crucial consideration when targeting efficient after-tax returns. Holding…

Separately Managed Accounts

IMAs and SMAs explained

PPM has recently extended its offering to include Separately Managed Accounts (SMAs) however the…