PortfolioGuardian

Investment administration and reporting!

A portfolio administration and reporting service that allows you to enjoy all of the benefits of financial investing, without any of the administrative burden.

PortfolioGuardian is a privately owned chartered accounting firm founded by the Directors of SuperGuardian, a self managed superannuation fund specialist.

With over 10 years experience administering self managed super funds, we now provide portfolio administration and reporting services for individuals and other entities.

PortfolioGuardian is a team of accounting specialists dedicated to providing a premium administration and reporting service without the premium price tag.

We operate Australia wide and have an exemplary reputation for providing outstanding service and value for money.

Features of the service include:

• Online access to a range of portfolio reports updated daily
• A full mailbox service with all investment administration
• Year end taxation reports – with annual tax reporting produced promptly at year end as part of the service
• Flexibility to utilise any bank account
• A fixed fee for service calculated each financial year in advance

PortfolioGuardian offers a complete service and reports on all types of investments within one consolidated report.

We are totally independent of any Banks, Financial Planners and Investment Advisers, and can therefore work on an impartial basis with your existing Adviser.