At Super Records, you can also choose from our comprehensive range of portfolio administration services to help you manage non-SMSFs, direct share portfolios and other equity holdings. We take care of all the paper work, online taxation and performance reporting, giving you peace of mind.

You can pick and choose from the following Portfolio Administration Services

  • Account opening
  • Portfolio reconstruction
  • Account migration
  • Day-to-day portfolio administration
  • Bank reconciliation
  • Investment reconciliation
  • Corporate actions administration
  • Quarterly Reports
  • Annual Tax Report
  • Account closures

For whom: