It’s time to get your financial and tax records in order

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

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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.

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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.

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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.

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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.

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Mailbox service

All correspondence regarding your investments is sent directly to Bell Potter.

Get in touch

Speak to your Bell Potter Adviser or call 1300 023 557 to learn how PAS can help you reduce the administration burden associated with your investments.

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