DiscoverIMAP Podcast Series - Independent ThoughtEpisode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts
Episode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts

Episode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts

Update: 2022-02-21
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In this podcast John McIlroy of Crystal Wealth and Nicholas Ali of SuperConcepts will be discussing:

 Who is starting SMSFs and what are their motivations?

Who is making the investment decisions once the SMSF is established?

Relation of the SMSF strategy to the mandate for the managed account portfolios

Incorporation of other assets into the way the portfolio is managed

Role of ESG in SMSF portfolios 

Advantages of using managed accounts for SMSFs

What are main assets in SMSF and what is missing?

Moderated by David McDonald, IMAP Investment Specialist

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Episode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts

Episode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts

IMAP