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. 


  • 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



Make an enquiry

To learn more about this service please provide your details.


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