Cavendish offers an online Investment Portfolio Service encompassing efficient, cost effective investment reporting and management, enabling you to track a wide range of investments online while retaining absolute control and flexibility.

Our service is for Individuals, Companies, Trusts and Self-Managed Superannuation Funds who need up-to-date investment information and want to retain direct ownership of portfolio assets, but don't have the time to deal with the administrative overhead burden of taxation, franking credits, dividend re-investment schemes, paperwork and general record-keeping. For Self-Managed Superannuation Funds the Investment Portfolio Service complements our comprehensive SMSF Compliance Administration services.

Key Features
A list of the features and benefits of the Service. 

Online Reporting
The Service offers a variety of reports relating to your portfolio, all of which can be viewed or downloaded via the internet 

About our Services
A more in-depth discussion of the various inclusions of the Investment Portfolio Service. 

  Documents and Forms
Download Application and Power of Attorney forms, brochures and other documentation 

Self-Managed Superannuation
Cavendish Superannuation Pty Ltd offers specialist Self Managed Superannuation Fund services to individuals, investment advisers, financial planners, stock brokers and accountants.





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Copyright © Cavendish Administration Pty Ltd          ABN 97 080 366 829                      Last modified 17 Oct 2011