Fiducian Portfolio Administration provides wrap administration and reporting services to our accredited dealer groups and their clients.

Fiducian offers a superannuation wrap, the Fiducian Superannuation Service, and an investment savings wrap, the Fiducian Investment Service.

With the assistance of financial advisers investors can create an investment portfolio comprised of shares, managed funds and fixed income investments, as well as a selection of individually managed investment portfolios.

All managed funds available within the services have been researched by our internal research department prior to inclusion in the menus of investment options.

Existing managed funds can be transferred into the service provided they are wholesale funds that we have researched.

Once a portfolio has been established investors receive regular reports from Fiducian showing the performance of individual investments and your portfolio as a whole.

In addition one consolidated taxation statement is provided at the end of each financial year  (non-super only) which makes filling in tax returns significantly easier than had each investment been held directly.

Fiducian has invested heavily in the development of its portfolio administration and reporting systems.   Together with highly educated staff, these are the keys to providing top quality services to investors and their advisers:

• Administration is a seamless and painless experience for both the financial adviser and the investor
• Our daily processing discipline ensures we transact efficiently and are considered industry best in terms of turnaround times
• Compliance risks are minimised due to constant evaluation of the system to cope with current and proposed legislation
• Accurate and timely data is available on-line for both advisers and investors
• Reporting to clients occurs in a timely fashion with the capability of producing colour pie charts in client statements
• Consolidated tax statements are issued immediately after receipt of tax information from fund managers
• Our flexible systems enable a wide range of investments and differing fee structures based on product requirements of dealer groups

Dealer Services

Provided certain criteria are met, Fiducian can offer badged administration services to Dealer Groups. This gives dealers flexibility over investment choice and product design.

For further information on our Portfolio Administration Services, please contact Fiducian Client Services on 1800 653 263 (toll free).

Alternatively you can email us:  Email Fiducian