The CAWP Podcast: What is a Separately Managed Account?

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The CAWP Podcast: What is…

What is a Separately Managed Account

LISTEN TO OUR FIRST PODCAST!
WHAT ARE SEPARATELY MANAGED ACCOUNTS?

If you missed our recent Separately Managed Accounts information sessions, or want to know more about SMAs, you should listen to our first ever podcast!

What is a podcast?
It’s news and info on the go! A podcast is a voice-only recording that you can listen to whenever you like. The Carrick Aland Wealth Planning podcast will be released periodically and bring you the latest in financial news and events, and interviews from guest speakers.

What’s this podcast about?
This episode of ‘The Carrick Aland Wealth Planning Podcast’ is hosted by our advisers Greg Burton and Daniel Ellis. They are chatting to the guest speakers from our SMA information sessions, Tom Glynn and Scott Kelly of DNR Capital. Topics of conversation include: Who are DNR Capital? What are Separately Managed Accounts? Why should I be interested in SMAs?

We’d love to get your feedback! Tell us what you thought of the podcast, or suggest topics for future podcasts, here.

Author: Carrick Aland

https://carrickaland.com.au/

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.

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Succession is always complicated, especially the non-rural versus the rural however Wayne Turner was able to process this and bring valuable options to the table. Wayne kept us on track by discussing options broadly and then following up to guide us through the finer details. It was a lengthy process but we needed that time to consider all aspects properly and wholly.
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