At Kennas Financial Services, we understand that every client’s financial journey is unique. That’s why we offer Separately Managed Accounts (SMAs)—a flexible, transparent, and cost-effective way to help you achieve your financial goals with confidence.

 What is an SMA?

An SMA is a professionally managed investment portfolio tailored to your needs. Unlike pooled investments, you retain direct ownership of the underlying assets, giving you greater transparency and control. Our team actively manages your portfolio, making timely adjustments to keep your investments aligned with your goals and market conditions.

Why Choose a Kennas SMA?

• Personalised Strategy: Your portfolio is designed around your goals, risk tolerance, and financial situation.
• Efficient Management: Our experts handle the day-to-day management, so you can focus on what matters most.
• Enhanced Risk Management: Your investment strategy stays consistent, reducing the risk of unintended changes to your risk profile.
• Seamless Updates: Portfolios are automatically updated with the latest recommendations—no need for individual approvals.
• Cost-Effective: Our SMAs use low-cost index funds and ETFs, keeping fees down and maximising your returns.
• Transparency & Control: See exactly what you own at any time, with full visibility into your portfolio.
• Dedicated Support: Enjoy ongoing, personalised support from our experienced advisers and investment committee.

Growth & Defensive Options

We offer both Growth and Defensive SMA portfolios, or a blend of both, tailored to your risk profile. Growth SMAs focus on assets like Australian and international shares and property, aiming for higher long-term returns. Defensive SMAs prioritise stability and income through cash and fixed interest investments.

SMA Performance Highlights (as of 31 October 2025)

KFS Defensive SMA

• Focus: Predominantly defensive assets (cash and fixed interest)
• 1-Year Return: 5.95%
• Since Inception (Aug 2024): 5.56%

KFS Growth SMA

• Focus: Predominantly growth assets (Australian/international shares, listed property)
• 1-Year Return: 13.62%
• Since Inception (Aug 2024): 16.37%

KFS Growth Direct SMA

• Focus: Growth assets with direct exposure to Australian equities, plus managed funds and ETFs
• 1-Year Return: 12.57%
• Since Inception (Aug 2024): 14.04%

Ready to Explore SMAs?
Contact Kennas Financial Services today to learn how an SMA can help you achieve financial peace of mind and set you on the path to long-term success.