With our premium service offering, you’ll also receive:

• daily administration of your fund’s transaction data
• 24 hour access to your investment portfolio via our secure online portal
• up-to-date information on your investment portfolio (calculated at the end of each trading day).

Why choose our premium option?

• Access to the most up-to-date information regarding your self managed super fund. The best decisions are informed decisions.
• Current valuations for your investments (any of your ASX listed investments are valued based on the day’s closing price).
• Track you investments over time by accessing point-in-time information.
• Track your income and expenses.
• Generate reports on-demand.

How does the online system work?

Access to good-quality data is what makes our system great. The relevant institutions (bank or stock broker) feed information into the system (by authority from you). We capture and reconcile this data each day to ensure you’re getting access to the most current information regarding your self managed fund.

This doesn’t affect any arrangements you’ve already set up with your broker or bank; you’ll still receive your regular statements etc. directly from them.