Portfolio Administration Services
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