Our portfolio administration service consolidates the management of all aspects of your investment portfolio, enabling you to use your time more effectively on other pursuits.
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.
You remain fully informed about your investments and have the added flexibility of being able to check your investments daily performance online via our secure web-based reporting.
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