Taking away the administrative burden
No matter how complex your investment portfolio may be, Bell Potter's Portfolio Administration Service will make it look simple.
Bell Potter's Portfolio Administration Service offers you the best of both worlds. We take over all the paperwork and hassles associated with running an investment portfolio but leave full control of the management of your portfolio in your hands.
Key Features
A complete administration accounting and reporting service |
- Reporting on a wide selection of asset classes
- Dividends banked, franking credits checked, capital gains tax liability monitored
- Comprehensive quarterly reporting
- Annual tax report
- 24-hour online access
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Beneficial ownership |
You retain full control over the management of your portfolio |
Minimum Portfolio Size |
$250,000 |
Fees |
- Sliding scale
- Fees are generally tax deductible
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