Investment & Superannuation Administration

Our investment and superannuation administration services provide a personalised and flexible outcome, from start-up to the ongoing administration of investment funds.

We provide comprehensive support at each stage of the process, from the initial fund establishment and share registration to fund accounting, net asset valuations, reports, and corporate secretarial services.

The aim of our investment administration service is to help you to enjoy a successful investment experience. An investment portfolio is likely to play a key role in achieving and maintaining your desired lifestyle.

Your contacts

Edwina Maguire
Edwina MaguireSuper Manager
Shaun Coelho
Shaun CoelhoSMSF Accountant