Managed accounts in the form of IMAs, SMAs or MDAs are re-emerging as a more transparent, controllable, flexible and tax-efficient way of investing than managed funds, says John McIlroy executive director of Crystal Wealth Partners. With full legal ownership of a ‘professionally managed’ portfolio of stocks resting with the investor under a managed account structure […]
John McIlroy
Crystal Wealth reports $140 million FUA after 18 months of operation
Crystal Wealth growth is based on new acceptance of managed accounts Managed accounts resonate with advisers – clients want direct shares Their $1m clients want high conviction portfolios + ability to fine tune Crystal expects that smaller SMSFs will also demand high conviction in 2014/5 Crystal’s managed accounts beat market returns at 31 December 2013: […]
The top 10 super terms to understand when getting serious about your retirement planning
Crystal Wealth Partners director John McIlroy talks about the top 10 superannuation terms to help investors understand the system.
Crystal Wealth Partners is a privately-owned boutique financial advisory and investment management firm specialising in delivery of services to high net worth individuals and family offices.