An SMA is a type of managed investment which gives investors access to a portfolio of investments (such as direct shares and managed funds). the portfolios are professionally managed by a range of investment managers according to defined investment strategies.
Click the attached flier for more, or if you would like to discuss SMAs with one of our advisers please contact us!
Carrick Aland is QLD’s leading Rural and Small Business Financial Specialists helping the region thrive with accounting, tax, audit and wealth planning advice to individuals, businesses and farming families. With offices in Dalby, Toowoomba and Chinchilla, Carrick Aland Group is comprised of Carrick Aland Accountants, Carrick Aland Wealth Planning, Queensland Audit Services and Intuitive Super.
