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FSP Portfolio Services offers a convenient centralised administration point for your investments enhancing the overall quality of control you have over your portfolio. All the key processes of buying/investing, selling/redeeming and reporting/monitoring of your investments are streamlined. This means it easier for you to track your portfolio, and stay in control of your affairs with the assistance of your financial adviser.

There are three main products offered by FSP Portfolio Services:

FSP Super Fund

for your personal superannuation needs (investment and insurance) and strategies.

     

FSP Origin SMSF

for people who want more control over their superannuation through a self managed super fund (SMSF) with the convenience of an integrated investment service.

     

FSP Prestige Plus

for your other investments, including any self-managed superannuation fund investments.

Currently, FSP Portfolio Services administers in excess of $1 billion of investments for its members and investors. FSP Portfolio Services uses:

• Oasis Asset Management Limited as the chosen professional administrator
• HSBC Custody Nominees (Australia) Limited as the custodian, and
• Super Concepts for the specialist SMSF administration services offered through FSP Origin SMSF.

What can you expect with FSP Portfolio Services?

Access to a wide range of investment opportunities - wholesale managed funds, Australian listed securities and unlisted investments - to optimise choice and enhance diversification.

Visibility with streamlined, consolidated reporting and 24/7 online access to your portfolio - you have a clear and concise view of your portfolio at all times.

Responsiveness to take advantage of changes - when your needs change, markets change or opportunities arise, you need to be able to respond quickly and easily. FSP Portfolio Services allows you to do precisely that - by enabling you to view your account online 24/7 and allowing your adviser to easily switch between investments and transact, as agreed with you. And that all adds up to greater control - over your investments, your super and your future.

With something as significant as your financial future, we believe that you need to seek advice before making decisions. That's why our products are only available through your financial adviser. If you don't have an adviser, click here to let us help you find one.

 
     
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