Investor Portal Guide

Investor Portal provides you with a new, easy-to-use and intuitive way to view your financial information. Investor Portal is a cloud-based web service. This means that you can open it from any device that has an internet connection: desktop, laptop, tablet, phone, or smart TV.

Investor Portal is designed to be mobile friendly, giving you online access to up-to-date information about your investment portfolios: valuations, asset breakdowns, performance charts, and more.

You can still access the existing online portfolio functionality for more a detailed summary of transactions, income and reporting by clicking on the ‘Platform & reporting’ button.

A copy of the Investor Portal Guide is available here.


Market Commentary – June 2019

Jun 30, 2019

The ASX200 index continued its rally a further 7% over the June quarter closing at 6,619. The sharemarket is now approaching the all-time high set back in October 2007.

The Australi

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Market Commentary – March 2019

Mar 31, 2019

Market Commentary – March 2019

The ASX200 index bounced back 9% over the March quarter closing at 6,181. The sharemarket has largely recouped falls from the Decemb

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