Cavendish offers an online Investment Portfolio Service encompassing efficient, cost effective investment reporting and management, enabling you to track a wide range of investments online while retaining absolute control and flexibility.
Our service is for Individuals, Companies, Trusts and Self-Managed Superannuation Funds who need up-to-date investment information and want to retain direct ownership of portfolio assets, but don't have the time to deal with the administrative overhead burden of taxation, franking credits, dividend re-investment schemes, paperwork and general record-keeping. For Self-Managed Superannuation Funds the Investment Portfolio Service complements our comprehensive SMSF Compliance Administration services.