We know the importance of accurate, timely administration and accessible financial reporting. So we will do all of the work for you: from the minutiae of the details of your smallest investment through to an independent audit of your portfolio(s). 

We make sure you have all the information you need to feel secure and fully informed.

The First Samuel Client Portal is your window into your investments and their performance. It’s accessible at any time through our website with your own secure username and password.

The Portal presents up to date information on your investments in a simple, easy to read portfolio ‘Dashboard’ as well as in a number of other reports.

See all your financial reporting in once place, Image shows Laptop and mobile phone showing our client portal dashboard
Green target icon with arrow hitting the center.

Other services include:

  • Your investments are independently audited by Morrows and an audit certificate issued
  • Payments to ATO or to your accountant
  • Complete tax records maintained
  • Authenticated payments to third parties
  • Regular payments, such as pensions
  • Corporate actions

What does this mean for you?

  • Your time is better spent not worrying about paperwork
  • You have transparency of all that we do for you
  • Your accountant will have all of the information needed to do their role.
Administration and reporting

would you like us to help you Plan a strategy to own your financial future?
Talk to one of our private client advisers today

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Any advice contained on this website is of a general nature only and has been prepared without taking into account your personal objectives, financial situation or needs. Because of that, before acting on any advice on this website, you should consider whether the advice is appropriate for you having regard to your objectives, financial situation and needs. If you wish to seek personal financial advice from First Samuel please contact us to arrange a meeting either by phoning 03 8610 9222 or clicking here.

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