We’re excited to let you know that our brand-new Multi-Asset Separately Managed Accounts (SMAs) available on the Mason Stevens platform are now available for your clients. $100,000.
New Multi-Asset Portfolios Now Available
26 September 2025
These portfolios have been designed to make life easier for both you and your clients, giving them access to a diversified mix of investments (shares, private equity, private credit, property, infrastructure, and more) while you stay focused on your relationship with them.
There’s something to suit every client, from those wanting steady, conservative returns to those chasing long-term growth opportunities. Returns are targeted between 7–11% p.a., with investments starting from just $25,000.
What this means for you:
- You can broaden your service offering without extra compliance.
- Clients get professional management with clear, transparent reporting.
- You’ll have our dedicated distribution support whenever you need it.
- Resilient portfolios, built to weather challenges in an uncertain world.
It’s a great way to add value, build trust, and keep your client relationships strong. If you’d like to know more or introduce a client, just reach out, and we’ll take care of the rest.
Download Our Free Factsheet
Want a quick overview of our new Multi-Asset Separately Managed Accounts (SMAs)? We’ve created a quick one-page factsheet to give you an overview.
Click the image to download it instantly.
Book a Call to Find Out More
The team are offering complimentary introductory consults for the Mason Stevens SMAs, which can be a great chance for your clients to review their investment options.
Contact your SMSF Partners Representative Today
We’re here to help you and your clients reach their financial goals.
Call us anytime at 0401 977 137 or book a call with us through the button below to speak to someone at a time that works for you.
You can also email us at [email protected] or fill in your details in the form below.