Perpetual SMA offers you a range of benefits

Proven investment team. Your investment is managed exclusively by Perpetual Investments, one of Australia’s most awarded* investment teams.

Potential tax efficiencies. Having direct ownership of your portfolio means you not only receive all dividends and franking credits, you don’t inherit historical capital gains tax or losses (as in a unit trust).

Customisation. You can customise your investment by excluding up to five shares from each model portfolio you select.

Ease of administration. You can view your investment value online, while also having access to a range of hard-copy reports for each model portfolio you select.

Flexibility to suit your needs

Available exclusively through Perpetual Private Clients, you can choose from two model portfolios, depending on your needs and objectives:

• Perpetual Equity Imputation portfolio aims to provide high income yield and franking credits, and moderate capital growth through investment in a concentrated portfolio of 10 to 25 Australian industrial and resource shares and other securities.
• Perpetual Capital Accumulation portfolio aims to provide long-term capital growth through investment in a concentrated portfolio of typically 10 to 25 Australian industrial and resource shares and other securities.

Hear direct from our portfolio managers

Find out more

If you have any questions about Perpetual SMA, please:

• call us on 1800 631 381
• email us at privateclients@perpetual.com.au

Perpetual Private Clients advice and services are provided by Perpetual Trustee Company Limited ABN 42 000 001 007, AFSL 236643. Perpetual Separately Managed Accounts (Product) is issued by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. This document provides general information only and is not intended to provide you with financial advice and does not take into account your individual objectives, financial situation or needs. You should consider, with a financial adviser, whether the Product is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Interests in the scheme are offered in a product disclosure statement (PDS) which has been issued by PIML for the Product. The PDS should be considered before making an investment decision and can be obtained from Perpetual Private Clients by calling 1800 631 381. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund, or the return of an investor’s capital. *For information on these awards, including their criteria, visit www.perpetual.com.au/about_perpetual/awards.htm. Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426.