Invest Track

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Who is Invest-track?

Invest-track is a portfolio administration specialist for DIY investors and designed to cater the specific investments needs of the clients.

Invest-track service is designed to administer all types of portfolio structures, such as:
  1. Individual/ Joint Account,
  2. Company Account,
  3. Trust Account, and
  4. Self Managed Super Fund Account

Why should Clients use Invest-track?

Invest-track puts all the information you need to stay on the top of your funds performance at your fingertips.

Invest-track will enable you to save time by outsourcing your record keeping to us, save money by having us keep accurate records, make more money by having access to instant, precise information, and make more time for things you really enjoy doing.

What kinds of benefits clients will get from Invest-track?

Benefits that you will get when becoming a client of Invest-track are:

  • The ability to be in control of your portfolio and are able to make forward thinking action based on accurate and timely information,
  • Optimised tax reporting with just the click of a mouse,
  • Outsourced administration, we take care of all your banking, filling, account opening, applications, 30 June accounting, payments, and other administrative duties,
  • Make more money and save money by having access to clear, precise, timely, and accurate information that will reduce significantly costly errors

How does Invest-track work?

Invest-track will provide you with a convenience to get a real time access to log in to your holdings through our website and to view the details and daily movements of your portfolio holdings at anytime.

Invest-track manages your portfolio using the aid of a state-of-the art wrap system that is built around a core of accounting-strength tax engine that transcends traditional wrap platforms thus providing superior tax and investment reporting features.   

The wrap system will update automatically all transactions for listed securities direct from your executing broker and corporate actions are added automatically, as are dividends distributions. All listed securities are revalued daily.

In addition to this, each quarter we will provide you with the following reports:
  • Income and expenses reports
  • Valuation reports
  • Realised and Unrealised CGT reports
  • Performance reports
  • Transaction reports

How do I start?

You can start reaping all of the benefits from by calling us on 1300 794 208 today! We are open from 08:30 am to 05:00pm (mon-fri).

How do I give my feedback and testimonials to Invest-track?

We welcome any questions or comments or testimonials you have about the site or service. There are links above to provide you with access to areas you want to go into.