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 clients a comprehensive administration, reporting and record-keeping facility that takes the headache out of managing investments.

Though our convenient online portal – AET My Portfolio – you have access to information and a comprehensive range of portfolio reports on your clients’ investments.

How we work with you

PMS is particularly suited to clients who have diverse investments because it provides consolidated reporting on all assets. It’s also ideal for SMSF trustees, private unit trusts, family trusts and individuals. PMS gives you the best of both worlds; you retain a direct relationship with your clients and you benefit from our administrative help – as we handle all the portfolio record keeping.

For more information read our PMS investor brochure, 31 March 2022 Product update, 10 December 2021 Product update and application form 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