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.
Our online dashboard enables easy collaboration between yourself and our team to monitor your investments all in one place.
Daily bank reconciliation, investment purchase and sales reconciliation.
Dividend processing, managed fund distribution processing, interest income recording, and expense allocation.
Annual tax reporting, cash flow reporting, and capital gains maintenance.
Investment re-valuations daily, asset allocation tracking, specific asset performance.
View both your investment portfolio and SMSF from one login access