a quality accountant in a suburb near you

Specialised Portfolio & Personal Administration

We offer clients specialised portfolio and personal administration services designed specifically to alleviate the time-consuming and often stressful task of administering and organising everyday household paperwork like investment paperwork and bill payments.

Household paperwork is a necessary consequence of everyday life… for many an inconvenient chore. These days there are a multitude of options available to assist you manage your business finances and paperwork but who can you go to for assistance with your personal paperwork?

We take care of your personal paperwork so you are free to take care of more important things... yourself, your family, your friends.

We appreciate that your time is precious and we'd like to offer you the relief that comes with the complete peace of mind that your paperwork is being taken care of promptly and efficiently by highly qualified professionals.

All our services are designed with one goal: To help you gain and maintain more control over your personal finances by doing less.

Our administration services are offered in 7 key areas:

• Full comprehensive low cost, fixed fee portfolio administration service for self-managed investors
• Full comprehensive low cost, fixed fee portfolio administration service for the financial services industry
• SMSF financial reporting- from administration through to audit and tax lodgement
• Provision of direct access to online, state-of-the-art DIY portfolio administration software (MyPAS)
• Bill Management and Travellers Service
• SOHO System
• Tailored P.A. Services

Entrusting someone to take care of your personal financial affairs is a big decision. We not only recognise this, but believe the values on which our company was founded provide the framework critical to earning your confidence and allowing us to assist you.

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