Strategy Matters Restricted Access

This section includes a consideration of a number of the more significant Trustee issues. Be cautious though, as the context in which a matter is being considered will heavily influence the specific answer so we recommend discussing options with us before you finalise your client advice.

A number of strategies rely on the effectiveness of the administration service. It is not enough for the fund data to be processed in a timely and efficient manner. It is also necessary for the processing to match the strategy at the account level. We do not seek to industrialise the administration process as we specialise in strategic administration. We work, in conjunction with advisers, to actively enhance each Fund’s individual strategy.

Access to this section is only available to Alliance Partners and is accessible via the My Account link in the Resources section. If you have forgotten your access codes or are not yet an alliance partner and would like a sample access please contact Debbie Thomas on 1300 809 933.