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Our Services

 Administered Portfolio

Administered Portfolio

Summary

The mid range service takes care of confirming correct holdings, cash balances and optional corporate actions - we take care of the whole reporting process.

You will still need to update your banking and TFN details with the registry however. You will receive all mail as normal from the registries. 

.As part of our Service we will reconcile trading and income paid into your linked bank account with our calculated amounts. This way you should never miss a dividend payment! 

We will update any TFN witholding tax amounts and inform you when this happens so you can correct this with the registry.



Requirements

This service is designed for Chess sponsored holders so we can electronically match and confirm all your holdings from trading and corporate actions.

(request a quote for Issuer sponsored holdings)
 

We will connect a data feed to your existing share broker and any Macquarie, Adelaide Bank or ANZ V2 CMA / CMT accounts. We can even link to a normal bank account for an additional fee.



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Testimonials

“Makes my life easier - less paperwork! About time we found a service like this one.”

-Dave Johnson, customer

 

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