We offer a comprehensive administration function for investment portfolios
SuperConcepts Investment Portfolio Service offers a reporting solution for your investments, enabling you to focus on investing while keeping you updated with your portfolio overview.
The service caters to a wide range of assets and is delivered with the same quality and expertise as our SMSF administration services.
Investment Portfolio Service
We handle the administrative complexities such as recording trades, income, expenses, CGT details and investment summaries.
Our service provides updates on cash balances, listed shares and managed fund prices, and records of corporate action events and income summary.
Ready to switch to SuperConcepts?
Complete the Consent Form or contact our IPS team today on 1300 023 170
Relevant documents and forms
Everything you need to know, plus all the things you need to fill in.
Explore our Investment Portfolio Service features
24/7 Online Access
Gain 24/7 access to your portfolio at your convenience via our online dashboard and view your
investment records.
• Up to date portfolio valuation
• Portfolio performance
• Investment summary
• End of year tax summary
• Trading summary
• Realised & unrealised CGT
• Income and expenses
• Cash account transactions
Detailed information about our service offering and fees can be found below
How it works
We will assist you in the transition process and do the heavy lifting to ensure your portfolio CGT history is captured.
Our onboarding team will contact you to discuss the next steps along with preparing all the required forms to set up your portfolio account with SuperConcepts.
We are here to help ease the administration burden of dealing with paperwork from the registry when the transfer of the assets has been completed.
