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Investment Portfolio Services

Take the hassle out of administering investment portfolios so that you can focus on investing and implementing financial strategies. By combining a wealth of experience with the use of the latest technology, SuperConcepts provides fund and portfolio information online, 24hrs a day, 7 days a week.

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 services. 
from
$125
per month*

Explore our investment portfolio administration features

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24/7 Online Access

Our online dashboard enables easy collaboration between yourself and our team to monitor your investments all in one place.

 

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Daily administration

Daily bank reconciliation, investment purchase and sales reconciliation. 

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Day-to-day administration

Dividend processing, managed fund distribution processing, interest income recording, and expense allocation.

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Key reporting

Annual tax reporting, cash flow reporting, and capital gains maintenance.

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Investment reporting

Investment re-valuations daily, asset allocation tracking, specific asset performance.

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One viewpoint

View both your investment portfolio and SMSF from one login access


Full details about our service features, fees, and charges are outlined in the Administration Services Guide (ASG)


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How can we help you?

Drop us a message if you prefer to talk it through. We will make sure the right person reaches out.

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