Complete Solutions

Our portfolio management services are designed for investors who wish to maintain independent control of their wealth, while getting all the benefits of an individual, directly-invested portfolio, professionally addressed on their behalf.

We offer two Complete Solution products:

Complete Investment Solution

Comprehensive investment management and administration for those who wish to use their own accountant. You receive complete integration of:

COMPLETE INVESTMENT SOLUTION

INVESTMENT MANAGEMENT

Direct investment in Cameron Harrison’s Economically Responsible investment strategies.

PORTFOLIO ADMINISTRATION & REPORTING

Periodic portfolio statements and 24/7 online reporting via an APRA-regulated custodian.

TAX REPORTING

Complete tax records to assist your accountant satisfy annual tax and accounting obligations.

​All this is delivered within a single, uncomplicated cost structure.

Complete Superannuation Solution

This solution suits investors seeking all-encompassing, cost-effective superannuation strategies that address investment management, administration and superannuation tax and accounting. It includes all the key elements of our Complete Investment Solution service, but with added attention to year-end compliance obligations for superannuation funds.

COMPLETE SUPERANNUATION SOLUTION

STAND - ALONE SUPERANNUATION FUND

Your own discrete stand-alone Fund, operated for your benefit only.

INVESTMENT MANAGEMENT

Direct investment in Cameron Harrison’s Economically Responsible investment strategies.

PORTFOLIO ADMINISTRATION & REPORTING

Periodic portfolio statements and 24/7 online reporting via an APRA-regulated custodian.

​You will have your own, discrete stand-alone Fund, of which you are the sole member(s), operated for your benefit only. You will also have access to our ‘Economically Responsible Portfolio Management Framework,’ which has been overseen by Cameron Harrison’s managers for over 20 years.

Ongoing compliance and regulatory responsibilities – such as tax returns, financial statements, audits and member accounts – are all handled expertly by our Tax Agent partner.

Need strategic & technical advice?

Start typing and press Enter to search