A2M : $6.92
AFI : $6.71
AGL : $8.40
AIA : $6.65
ALD : $42.21
ALL : $61.37
ALQ : $20.76
ALX : $4.41
AMC : $59.29
AMP : $2.48
ANN : $41.44
ANZ : $37.17
APE : $19.79
ARG : $9.12
ASX : $53.42
AZJ : $3.73
BEN : $10.26
BHP : $59.13
BSL : $29.34
BXB : $18.75
CAR : $23.91
CBA : $152.50
CDA : $45.38
CGF : $10.29
CMM : $14.86
COH : $135.64
COL : $23.73
CPU : $39.96
CSL : $174.27
CWY : $2.68
DNL : $3.86
EDV : $3.11
EVN : $13.10
FMG : $16.26
FPH : $35.06
GGP : $10.45
GMD : $7.34
HUB : $70.05
HVN : $4.21
IAG : $8.25
IFT : $10.94
IGO : $7.10
JBH : $67.20
JHX : $39.42
LNW : $122.81
LYC : $13.89
MCY : $5.35
MEZ : $4.25
MIN : $54.26
MPL : $4.70
MQG : $238.28
NAB : $38.20
NEM : $170.69
NHC : $6.51
NST : $22.07
NWL : $18.74
NXT : $11.20
ORG : $11.77
ORI : $21.87
PDI : $4.62
PLS : $4.25
PME : $165.67
PRU : $6.32
QAN : $8.86
QBE : $23.12
REA : $157.18
REH : $16.53
RHC : $53.49
RIO : $164.35
RMD : $31.31
RMS : $3.61
RRL : $7.51
S32 : $4.88
SDF : $5.73
SFR : $20.63
SGH : $36.48
SGM : $23.92
SHL : $19.29
SIG : $2.65
SOL : $43.69
STO : $8.55
SUN : $19.78
TLC : $4.84
TLS : $4.84
TLX : $17.70
TNE : $28.56
TPG : $3.91
VAU : $6.09
VEA : $3.04
VNT : $5.78
WBC : $34.40
WDS : $32.48
WES : $72.46
WGX : $5.41
WHC : $8.35
WOR : $9.66
WOW : $38.90
WTC : $33.07
XRO : $67.53
YAL : $6.17
Wealthtrac Managed Accounts logo

Managed Discretionary Accounts (MDAs)

MDAs offer the same cost savings and improved investment performance as SMAs, but have some unique advantages that may make them a better option than SMAs.

Download Managed Accounts Flyer
Learn more

Understanding MDAs

  • MDAs are a service rather than a financial product as with SMAs. This means there is no PDS issued by the platform’s RE, which typically places restrictions on the number of portfolios that can be offered.
  • MDAs are governed by the licensed MDA Operator who can offer a much larger number of portfolios in each suite compared with SMAs. This can enable you to create portfolios for client categories eg. Wholesale/HNW clients who may have more complex needs than smaller retail clients, or you may wish to create a specialist portfolio for some clients.
  • MDAs offer more flexibility to manage individual client positions, where you can manage individual holdings in each portfolio.

“Once we understand the profile of your client base, we can advise on the best managed account option and how the setup and transition process will operate.

Contact us to have a chat about the best option for you and your clients.”

Bruce Tustin
Director, Wealthtrac
Download Managed Accounts Flyer