Portfolio Administration

Existing Clients - Login to your portfolio here

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  • Are you facing increasing work or other commitments?
  • Do you want to reduce the time spent administering your portfolio?
  • Are you based outside Australia and need assistance with handling your Australian investments?
  • Are you retired and want to spend more time on the golf course or with the grandchildren?

 
If you answered “yes” to any of the above, then our portfolio administration service is for you!
 
We all create our own individual asset and investment portfolios in one way or another. Some people focus on commercial property, others residential real estate. The share market is always very popular and superannuation is an integral part of portfolios.  Investors tend to spread their interests so we often see a mixture of direct property, managed funds, shares, business investments and much, much more.
 
We recognise that while building a diversified investment portfolio is challenging and ultimately financially rewarding, it can be a lot of work. Managing the paperwork and keeping up-to-date with taxation and other legislation changes that may affect your portfolio can require your attention on a daily basis. By using our portfolio administration service (PAS), you will be able to greatly reduce your administration time and worries. 
 
Often when investors are asked what they’re worth, they have difficulty answering the question.  They don’t have a clear, “real-time” idea of the value of their portfolio. Another major benefit of our PAS is that it gives clients 24 hour access to their online portfolios which provides them with instant, accurate and up-to-date information. Our PAS clients can answer that “valuation” question without any problems at all.
 
What also makes our PAS so popular and so highly regarded is the range of information available to you and also the way we tailor our services to your needs. The online service is very user-friendly, easy to access and also features a range of security benefits, so you can be certain that your portfolio information is 100% secure.
 
Our PAS encompasses regular portfolio administration, reporting, accounting, taxation advice & compliance, activity statement preparation and lodgement for all types of clients.
 
And even if you don’t use our taxation services, we can give your accountant accurate, timely year-end tax reports which should make the preparation of your tax return the simplest it’s ever been!

See it in action

To fully appreciate how the online portfolio administration system works, you really need to see it in action. We’d be happy to give you a demonstration of the many ways you can use our portfolio administration service. We think you’ll be pleasantly surprised.
Simply go to:

To have a look at an example portfolio, simply go to: https://members.praemium.biz/praemium/genericmain.aspx?gid=praemium and log onto your Portfolio using the User ID: dmca and password: dmca.

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