Australian Executor Trustees (AET) Portfolio Management Service

Managing an investment portfolio today can be a full-time job and the ever-increasing complexities of the taxation system make accurate record keeping essential.

AET’s  Portfolio Management Service (PMS) provides you and your adviser with a comprehensive administration, reporting and record-keeping facility that takes the headache out of managing investments.  With so much information available, you and your adviser will be better informed when important decisions need to be made.

Ideal for SMSF trustees, private unit trusts, family trusts and individuals, PMS enables the construction of a truly unique investment portfolio of direct property, direct shares, retail and wholesale managed funds and fixed interest, as well as some of the more non-traditional assets - antiques, collectables and artworks.

All of your portfolio information is available at your fingertips 24/7 through the AET My Portfolio online portal.

Find out more

AET has its own website, click here to access it, or contact us for more information on setting up your own PMS account.