Portfolio Administration

Portfolio Administration from Meritum Financial Group

By: Meritum Financial Group   29-Aug-2012
Keywords: Investments, Asset Management, Planning Services

Financial Planning and Asset Management are key roles of Meritum Financial Group. To complement our ongoing client services, we also provide complete administration services particularly for self managed superannuation funds or direct share portfolios. All portfolios are tracked via our online facilities which enable you to keep up-to-date with your portfolios performance and transaction details. In addition, our systems can provide a convenient and timely data source for your accountants to assist with their end of financial year work. As part of our administration services, we act as the mail house for your self managed superannuation fund or direct share portfolio and manage the magnitude of paperwork and corporate activity on a daily basis. Entrusting Meritum Financial Group to manage and direct your investment portfolio’s will prove to be a rewarding experience, allowing you, our client, to focus on things that you would prefer to be doing.

Keywords: Asset Management, Financial Planning Services, Investments, Planning Services, Specialist Financial Planning

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