Online Fund Access

As a client and adviser, you can access fund reports & documents online, at any time and on any device.


Fund Reports



Client Box

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

Wish to request access to your fund information?


Contact us