Portfolio Administration

MYOB Accountants Resourcing now offers a new Portfolio Administration service that processes your client’s investment transactions using a combination of Praemium and Banklink – freeing up your staff for other, more profitable work.

With this service we host your selected Self Managed Superfund and High Net Wealth portfolios and they are updated daily, monthly, quarterly or annually for a low monthly fee (no upfront investment is required). We cover all software, labour and associated costs, and provide the opportunity for you and your clients to access the portfolios and reports on-line. As with all MYOB Accountants Resourcing services, you maintain your client relationship and we work in the background, liberating your staff for other activities.

A separate factsheet outlines the benefits and reports available.

To find out more or to get your practice up and running on the service, please email your practice name and telephone number to ar.info@myob.com and one of our Relationship Managers will contact you to discuss.  Please also include Portfolio Administration in the subject line of the email.

Client Login - select this link to log into your portfolio area.