Email
Call
Search

Administration & reporting

All done for you. You can see everything.

We know the importance of accurate, timely 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.

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

Book a complimentary consultation

Follow Us

Linkedin

First Samuel Limited
Level 16, 500 Collins Street,
Melbourne, VIC 3000 Australia
P: +613 8610 9222
E: mail@firstsamuel.com.au

Let's talk about you

WHAT WE DO

GET TO KNOW US

Get the latest

Contact Us

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.

© Copyright First Samuel Limited 2022 | AFSL: 225405 | ABN: 51 086 243 567 | Privacy Policy