Separately Managed Accounts (SMA)

Last update - 30 March 2021 By Rivkin

Our trusted partners Mainstream is now using our investment expertise to provide Separately Managed Accounts (SMA). Join our CEO Nikos Enginertan to learn about SMAs and how you can benefit from it.

This webinar covers:

– Your choice of FOUR professionally constructed portfolios.
– How portfolio management is taken care of.
– The costs associated and the cost savings that can be achieved.
– The benefits and risks of these portfolios.

For complete list of risks and costs involved with Mainstream Separetly Managed Accounts please refer to the Product Disclosure Statement. The  PDS  for this product is issued by The Trust Company (RE Services) Limited a part of the Perpetual Group, ABN 45 003 278 831,AFSL No 235150.
Please search our website or request the PDS to understand the full risks and cost of the product before taking the 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.

The PDS for Mainstream SMA product has been prepared by The Trust Company (ABN 45 003 278 831, AFSL 235150) and issued by The Trust Company (ABN 45 003 278 831, AFSL 235150) as responsible entity and the issuer of units in the Mainstream Separately Managed Accounts. 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.


Be the first to know. Get the Morning Market Wrap each morning.