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Portfolio Administration

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www.supercentric.com.au

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Solution introduction

Our full service administration offering is designed to administer non-super entities (individuals, companies, trusts and partnerships). We handle the administrative duties and provide online reporting, allowing you to focus on your clients and advice

Our service includes:

  • Daily online reporting
  • Detailed Portfolio valuation
  • Portfolio performance
  • Realised/Unrealised CGT
  • Transaction summary
  • Asset allocation
  • Investment income
  • Mail house services

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