Simplify Your Investments: Exploring the Benefits of Separately Managed Accounts

Last update - 18 July 2023 By James Woods

Our trusted partners Apex is now using our investment expertise to provide Separately Managed Accounts (SMA). Join our expert Portfolio Analyst, James Woods, to learn about SMAs and how you can benefit from it.

This webinar covers:

  • How your investments are managed by experts.
  • The Four portfolio options and how they are tailored to growth or income returns.
  • The benefits of Managed Funds, including not missing out on any recommendations or trades.
  • How you can minimise costs via institutional brokerage not typically available to individuals.
  • Any other costs and risks associated with SMAs including no upfront costs. Management and performance fees are deducted on a monthly basis.
  • Materials associated with the product including a downloadable PDS.


Note: The handout in this webinar refers to the Product Disclosure Statement (PDS) that can be found by clicking here.

For a complete list of risks and costs involved with Apex Separately Managed Accounts please refer to the Product Disclosure Statement. This PDS has been prepared and issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150)

Please click here or request the PDS to understand the full risks and cost of the product before making a decision to invest in it.

Please consider your own financial situation before investing in our products.  Rivkin does not provide personal financial advice and does not take anyone’s personal finances into account when structuring its model portfolios.

Past performance and/or backtesting is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.

To learn more about how we calculate performance click here.

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (part of Perpetual Group ABN 45 003 278 831 AFSL No 235150) is the responsible entity and the issuer of units in the Apex Separately Managed account. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement, available on, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

All opinions and estimates constitute judgments of Rivkin and are subject to change without notice. These statements should therefore not be relied upon as an accurate representation or prediction as to any future matters. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.

PERPETUAL BEING THE ISSUER AND RESPONSIBLE ENTITY UNDER The Trust Company (RE Services) Limited (Perpetual, Responsible Entity, RE, we, us or our), part of the Perpetual Group ABN 45 003 278 831 AFSL No 235150


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