Portfolio Management Service
A comprehensive administration service that relieves you and your adviser of the administrative burden normally associated with running an investment portfolio, provides 24 hour online access to your account and comprehensive reporting.
Access Portfolio Management Service forms.
Private Super Fund
The Private Super Fund (also known as a Small APRA Fund) is the next step up from an SMSF. Instead of acting as trustee of your own fund, you engage the services of a professional third party trustee - AET.
Wholesale Access Fund
The Wholesale Access Fund provides you with access to an extensive range of wholesale funds.
Access Wholesale Access Fund forms.
Other resources for financial advisers