Managed Funds Services

All our portfolios offer members a diversified selection of carefully chosen share portfolios or listed property trusts that are managed and researched for you.

SMSF administration

Proactive investment advice

SMSF PMA

Keeping You Up To Date

The benefits

Together with your adviser we provide comprehensive portfolio management and advice. We make available the necessary reporting tools for your adviser to closely monitor your portfolio, manage a tax efficient outcome for investments and overall, make investing easy for you. This is how we help make the complex simple: