Portfolio administration

Collective Financial Partners have a successful track record in portfolio administration that takes the hassle out of managing all aspects of your financial interests.

By consolidating all aspects of your investment, tax, and compliance requirements you get the opportunity to spend more time enjoying the fruits of your financial planning and strategy.

Managing your financial interests demands constant attention and diligent record-keeping. Trusting your portfolio administration to Collective Financial Partners ensures you can be confident that every aspect of the process is professionally managed.

Our clients remain fully involved in the decision-making process while we handle all the paperwork.

The benefits of portfolio administration

Collective Financial Partners guarantee you control and oversight of your portfolio while reducing the administration burden that comes with investing. Some of the key aspects of this service include:

Central mail house

All correspondence in relation to your portfolio is sent to Collective Financial Partners where we process, record, and manage all actions and paperwork sent by fund managers and share registries including dividends, buybacks, takeovers, and share purchase plans.

Reporting/online access

You will have 24/7 online access to your portfolio and actions undertaken.

Banking

We can take care of regular or ad hoc banking needs. Simply send invoices to us with instructions to pay and they will be processed on your behalf and accurately reported on within your portfolio reports.

Reports

We provide you with regular reports that will include:

Annual tax reports

We make tax time easy! Each year you will receive a consolidated tax report for each of your portfolios.

All tax processing of dividends, corporate actions and cost base information will be completed, providing you with a single report to provide to your Accountant for end of year tax returns.

Want to learn more?

Collective Financial Partners is dedicated to offering a complete range of advisory and investment services to help you meet your financial objectives. If you would like to arrange an obligation-free, initial consultation, please contact our office.

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