Assisting clients to build their long term wealth

PPM was one of the early providers of Individually Managed Account (IMA) services, recognising the clear benefits that an IMA solution provides to successful individuals, family offices, and Not-for-Profit organisations. For over 20 years, PPM’s personalised approach to investment management has meant we have many long standing client relationships.

INDIVIDUAL INVESTORS & FAMILY OFFICES

Professional investment management, transparency, direct ownership, cost and tax effectiveness of PPM solutions enables our individual and family office clients to build their long term wealth.


We support our client’s goals by managing investment portfolios to grow and preserve wealth, provide tax effective investments, and ensure high standards of governance and oversight. We pay careful attention in assessing investment opportunities to ensure our clients’ portfolios are well positioned to withstand market cycle volatility and yet take advantage of investment opportunity to build their wealth.

PPM is experienced in working with single or multi-family offices that commonly have specific requirements. Our portfolio managers support each family office achieve their financial goals by managing investment portfolios to grow and preserve wealth across generations whilst meeting investment control and oversight requirements. We can accommodate flexible custody arrangements of the family office’s choice and attend family office investment committee meetings.

Key benefits
  • Experienced professional investment management team
  • Strong track record of capital preservation and above benchmark long term performance
  • Tailored investment management to suit each individual investor
  • Transparency of portfolio holdings and transactions
  • Cost effectiveness compared to both self-management and relative to unitized managed funds
  • Ability to import an existing direct portfolio without triggering taxation implications
  • Direct ownership, including franking credits and potential tax concessions, and ability to participate in institutional share offerings
  • Safekeeping of assets through an independent custodian
  • Tax effective investment managementincluding the ability to import an existing portfolio taking into consideration taxation implications.
  • Regular comprehensive reporting, including online account access, formal quarterly portfolio performance appraisals, portfolio commentary and annual tax reporting.

Superannuation and SMSF Investors

PPM offers direct investment solutions for individual investors and the trustees of Self-Managed Superannuation Funds (SMSF).


INDIVIDUAL SUPERANNUATION INVESTORS

PPM’s newly launched Superannuation Account SMA offers individual investors with a minimum initial investment of $20,000 to the ability to access PPMs management expertise via a proven investment model. PPM SMA Investors retain the benefits of direct ownership including transparency and portability without the hassles of managing their investments directly. All portfolio administration is undertaken by the platform provider, including dividends, corporate actions, tax record- keeping and reporting. Existing investments can easily be transferred into (or out of) a PPM SMA without triggering capital gains tax consequences. Investors receive annual reporting and have online access to the holdings of their model portfolio.


SMSF TRUSTEES

PPM’s IMAs are an attractive solution for SMSF trustees. A primary goal of individuals who establish or participate in SMSF is greater control and transparency of their retirement investment funds. However, many discover that the effective management of those investments is complex and time consuming. Keeping track of individual investments, participating in corporate actions, assessing research, keeping abreast of the changing regulatory environment and completing required reporting is complicated.

PPM’s IMAs can be tailored to meet each client’s superannuation investment objectives our SMSF IMA portfolios enable each client to retaining the benefits of direct ownership and yet access a rigorous investment management discipline and team of professional fund managers to implement of their chosen investment strategy and ensure that their portfolio is actively managed to suit their income, tax and risk requirements. PPM SMSF clients can the nominate regular income requirements with payments made directly into nominated bank accounts , if their fund is in pension mode or make regular contributions to further grow their investment as they build their retirement nest egg if their fund is in accumulation mode.

Key benefits
  • Access to a dedicated professional investment management team who will construct and manage your portfolio in accordance with your individual superannuation investment objectives to ensure continued investment growth even during retirement
  • Ability to import an existing direct portfolio without triggering taxation implications
  • Transparency of portfolio holdings and transactions
  • Direct share ownership, including franking credits and potential tax concessions, and ability to participate in institutional share offerings
  • Cost effectiveness compared to both self-management and relative to unitized managed fund
  • Detailed comprehensive reporting including performance, tax, transactions, and personal commentary (online account access and formal quarterly portfolio performance appraisals, portfolio commentary, and annual tax reporting) – that can also be forwarded directly to your financial adviser or accountant in a format that facilitates the preparation of annual SMSF returns.
  • Safekeeping of assets through an independent custodian

INSTITUTIONAL & NOT-FOR-PROFIT

PPM portfolio managers works in partnership with the Board, Management and advisers of Institutional and Not-for-Profit clients to deliver our investment management capabilities through individually tailored mandates.


Our portfolio managers understand the requirements of Board and Investment Committees to ensure that the funds entrusted to their stewardship are managed within the mandated parameters using a disciplined & well researched investment process which seeks protection of the clients’ capital with attractive risk rated returns.

We understand the importance of not only performance but also risk management, rigorous governance, compliance, Environmental, Social and Governance (ESG) requirements and comprehensive regular reporting are key considerations in selecting an investment manager.

Portfolios are tailored to meet the clients mandate requirements, growth and income objectives, risk tolerance and tax status – which particularly important for Not-for-Profit, superannuation and Private Ancillary Funds (PAFs) investors. Portfolios are constructed without consideration of index weighting or other artificial constraints.

Key benefits
  • Experienced professional investment management team
  • Strong track record of capital preservation and above benchmark long term performance
  • Tailored investment management to suit each individual investor
  • Transparency of portfolio holdings and transactions
  • Cost effectiveness compared to both self-management and relative to unitised managed funds
  • Ability to import an existing direct portfolio without triggering taxation implications
  • Direct ownership, including franking credits and potential tax concessions, and ability to participate in institutional share offerings
  • Safekeeping of assets through an independent custodian
  • Tax effective investment management including the ability to import an existing portfolio taking into consideration taxation implications
  • Regular comprehensive reporting, including online account access, formal quarterly portfolio performance appraisals, portfolio commentary and annual tax reporting

Investment Solutions

PPM offers IMA and SMA direct investment solutions each sharing a common focus of generating returns, preserving capital and assisting in effectively managing tax outcomes.

SMA Solutions

PPM SMAs are suitable for individual investors who working with their financial adviser want to be able to access PPMs professional investment management expertise via a proven investment model.

Portfolio Profile

IMA Solutions

IMAs provide the key benefits of direct transparent ownership and the tailored investment management for individual investors, family offices, SMSFs, charitable organisations and Private Ancillary Funds.

Portfolio Profile