Bell Potter’s PAS delivers the best of both worlds – we take care of all paperwork associated with administering your investment portfolio, but leave full control of the management of your portfolio in your hands.
Our specialist team of experienced investment administrators manage all the day-to-day administration, take up corporate actions, and provide income and capital gains tax (CGT) reporting. You receive comprehensive quarterly reporting, and a consolidated annual tax report that you can simply forward to your accountant.
PAS is designed to be used in conjunction with your Bell Potter Adviser, who will work with you to understand your financial and investment objectives.
This premium service is exclusively offered to Bell Potter clients.
Key benefits
Comprehensive reporting and online access
Consolidated income, CGT reporting and a comprehensive annual tax report you can simply forward to your accountant.
24/7 online access to view your portfolio at your convenience.
Ease, convenience and control
Bell Potter is able to administer a wide range of investments including domestic and international shares, managed funds, cash, fixed interest and client controlled assets.
At all times, you retain control and beneficial ownership over your investments.
Administration of a wide range of investments
Bell Potter is able to administer a wide range of investments including domestic and international shares, managed funds, cash, fixed interest and client controlled assets.
Customised investment advice provided by your adviser
Your Bell Potter adviser works with you to understand your financial situation and investment objectives before you invest, and offers advice on a range of direct investments.
Mailbox service
All correspondence regarding your investments is sent directly to Bell Potter.