Retirement Income Managed Accounts

Diversified retirement income managed accounts for retirees and pre-retirees seeking sustainable income. Combining smart beta, defensive and buy-write ETF strategies, it targets regular monthly income while helping reduced portfolio volatility.

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Retirement Income Managed Accounts
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Key features

Designed for retirement income

A diversified portfolio combining complementary income-focused ETFs to support sustainable retirement income.

Monthly distribution objective

Targets regular monthly distributions to help support retirees’ cash flow needs.

Multiple income sources

Draws income from a range of asset classes and sectors, helping reduce reliance on any single source of income.

Available risk profiles

Balanced

50% Growth 50% Defensive

Growth

70% Growth 30% Defensive

Platform availability

  • Colonial First State
  • North

Product information and reporting

High quality reporting and client education materials, to keep you and your clients informed.
Factsheets

Frequently asked questions

What is the Betashares Retirement Income Managed Accounts?

A Separately Managed Account (SMA) combining smart beta, defensive and buy-write ETF strategies, designed to generate regular monthly income with reduced volatility for retirees.

Who is the Betashares Retirement Income Managed Accounts suitable for?

The portfolio is designed for retirees and pre-retirees seeking regular monthly income, lower portfolio volatility and a diversified investment solution.

How is the Betashares Retirement Income Managed Accounts different from a standard balanced ETF portfolio?

Every ETF is selected for its contribution to sustainable retirement income rather than for growth or benchmark tracking alone, helping create a portfolio designed to support retirees’ income needs.

Can the Betashares Retirement Income Managed Accounts be used as part of a bucket retirement strategy?

Yes. It can be used within a 2–3 bucket retirement strategy, often as the 3–5 year income bucket alongside a client’s growth portfolio or lifetime income allocation.

Through Trellia Wealth Partners, advisers can access a Retirement Income Calculator that compares different retirement income strategies, including bucket approaches. Talk to our team to arrange a demonstration

A branch of Trellia Wealth Partners

Founded by Betashares, and InvestSense, Trellia Wealth Partners is a true partner in both portfolio management and practice growth, built to support the full spectrum of needs of the modern advice practice. The Betashares Managed Accounts are the indexed-based investment solutions within the Trellia Wealth Partners offering. 
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