EPISODE · Feb 21, 2022 · 29 MIN
Episode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts
from IMAP Podcast Series - Independent Thought · host IMAP
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 portfoliosIncorporation of other assets into the way the portfolio is managedRole of ESG in SMSF portfolios Advantages of using managed accounts for SMSFsWhat 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
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