Streamline your portfolio decision making

The Perpetual Portfolio Administration Service

If managing your own portfolio takes more time than you’re able to give, leave the tedious tasks to us and focus on your investment strategy. Perpetual can look after the administrative burden of your investments while you focus on what to buy, sell, retain or transfer and through what structure.

We provide custody of your assets and administer all the transactions. You sit back and review your performance with our clear, detailed and consolidated reports - so streamlined, they could even contribute to your quality investment decisions.

Perpetual's Portfolio Administration Service capabilities apply to most types of portfolio assets including:

• Cash, bank bills, term deposits, debentures and other corporate securities as well as government and semi-government stock
• ASX listed securities (including shares, options and unit trusts)
• Managed funds (unlisted trusts), both retail and wholesale
• Private unit trusts

The Service is usually provided through your financial adviser. Our comprehensive administration capability allows financial advisers who use our service to focus on the things they do best - providing advice and service to clients. If you do not already have an adviser, Perpetual Private Clients, can provide advice and services to assist you with management and administration of your investment portfolio.

Find out more about the Perpetual Portfolio Administration Service....