Austock Portfolio Administration Service (PAS)

 

Austock Securities offers you the advantage of the Portfolio Administration Service – A holistic service incorporating advice, administration and consolidated reporting on your investment portfolio.

 

Austock advisers will bring you the latest information, research and advice on individual Australian companies so you can make fully informed decisions before considering them for your portfolio. The online, fully administered and consolidated portfolio reporting tool will keep you on top of your investments throughout the year, with up-to-date market information and comprehensive reporting, which will save your time and money at the tax-year-end.

 

Benefits

  • Secure, online access to portfolio valuations
  • Tax reporting
  • More flexible investment options
  • Research
  • Full administration service
  • Automatic banking

 

Portfolio Administration Service Brochure

Portfolio Administration Service Application

Frequenty Asked Questions

 

 

For further information on the benefits of the Austock Managed Portfolio Service speak with your financial adviser or call Austock on 1800 806 362.

 

Technology Requirements to view portfolios online

 

Java Virtual Machine

  • Sun Java 1.5.0_06 or above (To download, click here)