Tax & Accounting:

Investment Administration

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Investment Administration

We provide administration services for investments that are structured or held within an entity; a trust (individual or family), company or partnership. We can attend to everything on your behalf, providing you with the confidence that your financial matters are covered and more time to focus on the things that are most important to you. Our administration services include:

  • Banking of dividends and investment settlement proceeds
  • Payments on behalf of the client
  • Transferring funds between bank accounts
  • Recording transactions
  • Keeping records of shareholdings
  • Mail box services
  • General Ledger maintenance

For more information on our investor administration services or to arrange a meeting to discuss your circumstances please contact us on 1300 726 082 or click here.

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