Page 1 - SMA changes Specialist Income
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SMA Portfolio




               Change Rationale






               Private Wealth Specialist Income (Moderate and Assertive)





               As at 4 May 2023



               Portfolio Rebalance

               Following a review of your portfolio, we have reconfirmed our conviction in the target weights (ie
               allocation to each investment). Market movements have resulted in a shift in the actual weights of
               the investment options away from the target weight. In light of this, we have rebalanced your
               portfolio, to realign the weight of each holding, back to the target weight.

               We have not made changes to the investment options in the portfolio other than changing the
               weights of each option.





























              psk.com.au


                   PSK Financial Services Group Pty Ltd (ABN 24 134 987 205) trading as PSK Private Wealth and Employee Representatives of PSK Advisory Services Pty Ltd trading as PSK Private Wealth are all representatives of AFS licensee, PSK
                   Advisory Services Pty Ltd (ABN 30 008 587 595) AFSL #234656. This document contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to
                   consider your financial situation and needs before making any decisions based on this information.
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