Australian Executor Trustees

Portfolio Management Service
The Portfolio Management Service (PMS) records your investments on a sophisticated software system that handles your portfolio record keeping. PMS offers you the best of both worlds. Your financial adviser retains a direct relationship with you, while Australian Executor Trustees manages the administration of your portfolio.

Key features

Record and track any asset class, including direct property, direct shares, retail managed funds, fixed interest, antiques, artworks and access to more than 200 wholesale managed funds
The assets within the portfolio are held in your own name (excluding wholesale funds)
Handles your portfolio record keeping, reporting, Capital Gains Tax and other taxation records
Your adviser can generate reports on demand and thereby provide you with timely, effective investment advice
Online access to your portfolio via Your Clique
PMS allows you to gear retail managed funds and direct equities using the services of a range of margin lending providers. Click here to find out more
Fees are charged on the highest capital value of your portfolio during the month
Australian Executor Trustees receives all correspondence relating to your investments

Key benefits
Takes the headache out of managing your investments
Gives you greater investment choice whilst conveniently keeping all your investments in one place
You maintain an ongoing relationship with your financial adviser

Find out more
For more information contact your financial adviser or contact us today on 1800 254 180. Click on a link below to find out more about PMS.
Portfolio Management Service booklet and application form
Product fact sheet - Client information
Product fact sheet - Adviser information
Sample statements
Guide to tax reporting

easywill.com.au is your simple and low cost online Will service from Australian Executor Trustees Limited

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Access a series of client information guides based on frequently asked questions and real life scenarios

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Australian Executor Trustees has locations across Australia

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	Quick Links
	Australian Wealth Management Your Clique