Over the past decade, managed accounts have moved from niche to mainstream — now used by nearly 60% of advisers, with adoption expected to reach 75% by the end of 2026.1 This report reveals how managed accounts are reshaping advice delivery, driving efficiency, and deepening client relationships across Australia.
Ready for the next evolution in advice? Explore key managed account trends, market shifts, and learn how to build scalable, personalised practices for tomorrow.
Adoption trends and market growth
Explore the rapid rise of managed accounts, now capturing the largest share of client inflows and representing $232 billion in funds under management.2
Practice insights
See how advisers are implementing managed accounts to unlock time, scale their businesses, and deliver more personalised advice.
Value proposition and due diligence
Learn how leading advisers are refining their client messaging and optimising product selection for better outcomes.
Scaling without sacrificing personalisation
Access resources to help you take the next step on your managed account journey.
Unlock time, scale, and deeper client relationships with the latest research on managed accounts in Australia. Get your copy — download today.
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The SPDR ETFs / Investment Trends 2025 Managed Accounts Report was commissioned by Investment Trends. The quantitative online survey was carried out between November 2024 and January 2025. The sample after data cleaning and validation was 946 financial advisers.