Download and read the Winter 2010 
The importance of regularly reviewing your investment portfolio and your personal circumstances to ensure that your investments remain appropriate to your needs cannot be overstated. From our experience investment portfolios need to be adjusted over time, not only in response to changing investment markets and economies, but also in response to changing personal circumstances. Client login
AvWrap
ClientView Login | Adviser Login
The AvWrap solution is a wrap account that manages all your investments around a central hub. This hub allows for easy administration and simplicity as all buying, selling, reporting and maintenance of your investments occur in one place.
The Avenue Retirement Service offers a fully administered superannuation fund. During the period leading up to retirement it is designed to administer and invest your accumulated superannuation funds. In retirement the Avenue Retirement Service provides an efficient and effective platform to manage your superannuation assets whilst paying you a pension.
The Avenue Investment Service provides administration for all other portfolio types such as personal investment portfolios and those of companies, trusts and self managed superannuation funds.
Download a Tax file number declaration form (PDF 815kb)
The Avenue Superannuation Service
The Avenue Superannuation Service offers you access to a broad range of investments under a single reporting structure. The Service comprises:
Superannuation and Rollover division which offers you a flexible and tax effective means of saving for your retirement where you, your employer or spouse can make contributions
Pension division which allows you to invest your superannuation benefit and receive a regular, tax effective income in retirement.
Avenue Managed Portfolio Service (Wynyard)
Welcome to the Avenue Capital Management - managed portfolio services log-in portal. This secure portal will allow you to access your portfolio details by entering your log in code and client identification number in the appropriate box.
Please note that we only update details on Macquarie CMTs, allocated pensions, annuities and savings plans at the end of each month. Unit price data is updated weekly, usually on a Tuesday. New transactions usually take around two weeks for confirmation.
Asgard Portfolio
Established in 1987, Asgard was one of the first master trusts in Australia and has grown to become a leader in the financial services industry. Asgard's primary aim is to simplify the investment process and add value through the services it offers investors.
Asgard offers a total suite of products to accommodate your investment needs. From straightforward investment accounts for do-it-yourself superannuation, to simple pension products, your investment needs can be catered for by the one company.
Asgard Wealth Solutions (formerly SEALCORP Holdings Limited) is a member of the St George Group (Asgard is the investment administration platform of Asgard Wealth Solutions). It is one of Australia's leading wealth management companies, with over $40 billion of superannuation, retirement and investment savings for more than 400,000 investors.
MasterKeyCustom
MasterKey Custom is an investment administration service which helps you and your financial adviser build custom made solutions to meet your financial needs. Investment, superannuation, pension and self managed super solutions are offered via MasterKey Custom Investment Service, MasterKey Custom Self Managed Super and MasterKey Custom Superannuation.
MLC Investment Limited is the Operator of the MasterKey Custom Investment Service and MasterKey Custom Self Managed Super. MLC Nominees Pty Ltd is Trustee of MasterKey Custom Superannuation.
Navigator Portfolio
Navigator is a complete investment administration service allowing you to manage and control all your assets in one place. Navigator enables you, together with your financial adviser, to diversify your investment portfolio across a wide range of listed shares and quality fund managers. Navigator then administer all your investments and provide easy to read consolidated reports.
All Navigator reporting, regardless of the number of the funds chosen, is consolidated into a single statement. This includes your initial certificate, at call valuation, investment performance report, taxation report and all specialist reports such as Centrelink assessments, reports on the economy and reviews on the fund managers holding your investment.
Navigator is an Aviva Group Company. The Navigator portfolio service is one of Australia's largest and fastest growing investment portfolio services with over $19 billion in investor funds.
