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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.
Explore our investment portfolio administration features
24/7 Online Access
Our online dashboard enables easy collaboration between yourself and our team to monitor your investments all in one place.
Daily administration
Daily bank reconciliation, investment purchase and sales reconciliation.
Day-to-day administration
Dividend processing, managed fund distribution processing, interest income recording, and expense allocation.
Key reporting
Annual tax reporting, cash flow reporting, and capital gains maintenance.
Investment reporting
Investment re-valuations daily, asset allocation tracking, specific asset performance.
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)
