This scheme was begun by Avestra Asset Management Ltd.  ASIC appointed a provisional liquidator over Avestra in 2015.

At the meeting of unitholders of Managed Investment Account Service held on 17th December 2015 resolutions were passed to remove Avestra Asset Management Ltd as responsible entity and appoint Primary as responsible entity of the Scheme.

ASIC approved the change of responsible entity to Primary on 5th January 2016.

The scheme is an account based scheme which enables investment managers to efficiently invest client funds using their own program or mandate.  The scheme is open and new investment managers are welcome to join and bring in their clients.

Trading is carried out by the Primary Securities Trade Desk headed by Dean Smith.

If you are interested in setting up your own mandate under the Managed Investment Account Services please contact us by email at

Managed Investment Account Service Product Disclosure Statement Part A

Current Mandates:

 Fund Manager:  Garry Davis –

The Alpha Global Trading Program Product Disclosure Statement Part B

 Fund Manager: Alan Hull –

  Alan Hull’s Actively Managed Index Program Product Disclosure Statement Part B

Fund Manager: Summit Wealth Management Pty Ltd –

 Summit Wealth Group Model Portfolio Product Disclosure Statement Part B

Audited Financial Statements

 Financial report for the year ended 30 June 2018

 Financial report for the year ended 30 June 2017 (2.33 Mb)