We can help you with your admin
The extensive package provides investment reviews and recommendations, in-depth reporting, and management of your tax and compliance requirements.
Ensuring you are fully engaged with the performance, review and decision-making processes related to your investments is our primary priority. We provide you with the tools to make informed investment decisions while reducing administration for you and your accountant. To reduce costs for clients, we administer the investments in-house via the Class Portfolio, a powerful cloud software solution for streamlining investment portfolio accounting, administration and reporting.
You remain fully informed about your investments and have the added flexibility of being able to check your investments’ daily performance online using our secure client portal.
We provide fully managed services covering all manner of investment structures including:
- Individual Clients
- Self-Managed Super Funds
- Family Trusts
- Business Investment Companies
- Charitable Trusts & Foundations