Self-Serve Portal

Your finances online

Manage your accounts online 24 hours a day, 7 days a week. Easy to navigate, your portal provides you with all the up-to-date information you need to stay in control of your accounts at any time, day or night. The portal provides you with a number of popular links to login screens, please let us know if you would value the inclusion of any others. To access your account(s) simply login using the relevant link(s) below.

Financial intelligence at your fingertips

  • Manage your investment portfolio online with up-to-date pricing information
  • View your statement online, check the frequency and amount of contributions and download reports
  • Obtain updates via the Home Page and if you need it, access help wherever you are in the portal
  • Unit pricing details are available immediately to provide you with an up-to-date portfolio summary
  • Drill down to see your individual contract holdings and view transaction summaries
  • Update your personal information quickly including password, email address, phone numbers and address
  • Perform investment switches, update beneficiaries and provide your tax file number