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
- Choose to hold the assets within the portfolio in your own name (excluding wholesale funds) or alternatively we can hold the assets on your behalf
- 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 AET My Portfolio
- 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
- 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.
