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 adviser a record keeping facility that takes the headache out of managing your investments.
Available only through a licensed financial adviser, PMS is a complete portfolio management service. Though our convenient online portal – AET My Portfolio – you and your adviser have access to information and a comprehensive range of portfolio reports that help you make informed decisions.
Ideal for SMSF trustees, private unit trusts, family trusts and individuals, PMS gives you the best of both worlds; your financial adviser retains a direct relationship with you, and you benefit from administrative help from us – we handle all your portfolio record keeping.