Services

We have the technology and processing capability to handle a wide range of investment assets, covering both traditional and modern financial products. Continue reading

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Portfolio Management

Banksia offers a range of specialist portfolio administration services to individuals, couples, self managed superannuation funds, family trusts, trust estates and so forth.

We have the technology and processing capability to handle a wide range of investment assets, covering both traditional and modern financial products.

Banksia Partners operates its own proprietary administration service called the Banksia Partners Portfolio Manager TM Service that is extended to portfolio clients whose investments are diverse and numerous.

At an individual portfolio level, Banksia Partners utilises and consolidates portfolio data from a range of sources whether investments are ‘retail’ managed funds, existing diversified investment portfolio’s administered via a ‘wrap’ administration service or via traditional ‘master trust’ structures, as well as Cash Management Trusts, ASX listed investments held in individual names, Term Deposits, Debentures, etc.

Our ability to import portfolio data from a range of different fund managers, administrators or custodians into our client management systems means that in many cases our investment advisory services can be accessed without the need to change the underlying investment managers or administration services (using it better – rather than replacing it).

For more information, follow the links on the following subjects:

  • Multiple Ownership Structures, Consolidated fees and Reporting
  • Comprehensive Reporting
  • Free Online Access to Your Portfolio Information

Our portfolio administration capabilities cover a wide range of securities and investments, including the following:

  • Cash, bank bills, term deposits
  • Debentures and other corporate securities
  • Government and semi-government stock
  • ASX listed securities (including shares, unit trusts, warrants, electronically traded funds)
  • Managed funds (unlisted trusts), both retail and wholesale
  • Private Investment trusts & Real Property