The administration feature available on InvestorOne offers you daily updates in relation to the performance of your managed funds in order to assist you in pro-actively managing your portfolios.

The administration service performs daily processing of investment purchases and sales, dividends, managed fund distributions, interest income, other income and other expenses. It notifies investors of corporate actions such as mergers, demergers, bonus issues and rights issues. Daily maintenance of capital gains records, daily revaluation of investments and daily transaction banking all help you stay on top of the products that concern you.

Daily administration means a prompt and timelier attendance to compliance matters. Issues such as superannuation lump sum benefit payments, super contributions and pension payments are picked up and processed when they occur. Consequently, these compliance activities can be undertaken on your behalf and lodged by the due dates, ensuring that you're never left behind.

The administration facility guarantees minimal requirement on your behalf for a maximum result.

Stay abreast of the constantly fluctuating managed funds market with InvestorOne.