Are You A Financial Advisor?

Because we recognise that you have the relationship with your clients, we individually tailor our SMSF service to your business model.

Experienced client service managers actively manage your portfolio of SMSFs and ensure your relationship with your clients is paramount.  This ensures a seamless addition to your business.  Our portfolio administration service has evolved at the request of our advisor clients. They told us the investment platforms they were previously using were “…inflexible, too expensive and offered limited investment choice.”

Our SMSF service can cater for any investment, regardless of the issuer. We can provide you with the back-office solutions to remove your need to maintain client portfolios. You can therefore concentrate on the value add services.

You and your clients can access their investment portfolio via our website. We can tailor the access for each authorised user to control the type of information they see. We can also arrange for clients to log on via your website and use your own branding.

Tax reports are issued to clients annually, generally in late October, and our flat fee structure ensures that your clients receive a highly competitive service without the unnecessary costs.

View our sample portfolio via our client centre using the User ID sample port and the Password 1234.

To obtain the current self managed super fund price list for our services please email us.