Online Fund Access
As a client and adviser, you can access fund reports & documents online, at any time and on any device.
Fund Reports provides you access to:
- Portfolio valuations
- Financial Statements
- Member Statements
- Contribution information
- Minimum pension details
Client Box provides you access to:
- SMSF permanent documents such as Trust Deed, investment strategy & death benefit nominations
- Annual financial statements
- Trustee minutes & decision making
- ATO & ASIC correspondence