Portfolio administration service

For non-super investments

We'll help administer your investment portfolio

We offer a comprehensive administration function for investment portfolios belonging to individuals, companies, family trusts, charitable foundations, deceased estates and other entities.

The service caters for a wide range of assets and is delivered with the same level of quality and expertise as our SMSF administration. 

Features

  • Comprehensive set of service inclusions — mail house, scanned documents library, daily reconciliation, and many more
  • Monitor your portfolio online via our Dashboard, available 24/7 from any device
  • View both your investment portfolio and SMSF from one login access

Find out more on our Administration Service Guide

 

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