Portfolio Management Service

Managing an investment portfolio today is a full-time job, and the ever‑increasing complexities of the taxation system make accurate record keeping essential. Our Portfolio Management Service (PMS) gives you and your adviser a record keeping facility that takes the headache out of managing your investments.

Available only through a licensed financial adviser, PMS is a complete portfolio management service. Though our convenient online portal – AET My Portfolio – you and your adviser have access to information and a comprehensive range of portfolio reports that help you make informed decisions.

How we can help you

Ideal for SMSF trustees, private unit trusts, family trusts and individuals, PMS gives you the best of both worlds; your financial adviser retains a direct relationship with you, and you benefit from administrative help from us – we handle all your portfolio record keeping.

For more information, please read our PMS investor brochure, 31 March 2022 Service update10 December 2021 Service update and application form speak to your financial adviser or call our Client Services Team on 1800 254 180.

From asset administration to a complete end-to-end SMSF solution with the choice of a professional trustee – we have an SMSF solution to suit you.

Meet the SMSF Services Team

Luke Costa

National Specialist - SMSF Solutions

Melbourne office

Julie Steed

Senior Technical Services Manager

Adelaide office