Looking to start an SMSF? We've tailored a solution to help meet your needs.

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Take the hassle out of administering investment portfolios

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.

(excl. GST) per annum

Explore our Investment Portfolio Service features


online-access-24-724/7 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

Ready to get started?

Complete the application form or contact our IPS team today on 1300 023 170

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Request a callback today