Portfolio Management
Managing a superannuation or SMSF investment portfolio can be a time consuming task, but it doesn’t have to be. We provide a range of portfolio management services to suit our clients varying needs.
We can relieve you of the administrative burden of personally managing your investments, allowing you to focus on what’s most important to you.
Features of our portoflio service include:
Regular portfolio reviews
Ongoing management of your portfolio
Proactive investment advice
Considering the tax position of each investment decision
Corporate actions
Implementing all investment transactions (e.g. dealing with new issues, takeovers, redemptions etc.)
Rollovers
If you've ever had more than one job, chances are you will have more than one superannuation account. The reality is that you are paying fees for each account you own. Over time, paying multiple fees can impact your super balance. The benefits of combining multiple super accounts into one account (consolidating your super) include:
Pay less in fees, which can save you money
Reducing paperwork to save you time
Keep track of your super more easily.
Before you combine your super accounts you should check:
Does your funds charge and exit fees, and if so how much?
Are you set to lose any insurance cover?
Are your eligible for adequate insurance cover and other benefits with your new fund?
If you are looking for advice, or want help in consolidating your super accounts, give us a call on 08 7477 8252.