Administration Platform

"Investment is most intelligent when it is most businesslike". Benjamin Graham

Clients, through Carnbrea’s Portfolio Administration Service, receive streamlined portfolio administration, with enhanced tax and portfolio reporting in an on-line environment. Carnbrea’s system allows clients to view live streaming data direct from the ASX.

At Carnbrea we recognise and understand the time constraints clients face on a daily basis. Where clients may not have the time or inclination to periodically review their investments and keep track of the paper trail, we can assist. The Carnbrea Portfolio Administration Service has capacity to consolidate all aspects of client’s portfolio in order to provide clients with advice and investment recommendations. We carefully maintain a file of all records of investment action taken through Carnbrea. We will provide you with accurate and up-to-date information concerning your investment portfolio.

Key benefits of Carnbrea’s reporting platform include:

In addition, the Praemium administration platform assists, particularly Trustees, to meet their compliance and regulatory obligations trust law [Prudent Person Rule].