Online access and reporting is available to advisers and Self Managed Superannuation Fund trustees through the Cavendish Investment Portfolio Service (IPS). This is an optional service, incurs an additional cost and can be used for non-superannuation portfolios such as individuals, joint-accounts, trusts or companies, as well as SMSF portfolios.

Further details on this service are available on our IPS website www.cavendishadmin.com.au, or you can call Sharron Marshall on (08) 8216 4200 to obtain a temporary password to peruse examples of the various online reports available.

The Cavendish Online Adviser Portal provides access for advisers, accountants and brokers to information on their clients:

• Fund, member and pension details
• Scanned documents, including financial statements, member statements, trust deeds and amendments.

• What information is required to complete each fund
• When each fund was submitted to audit
• When the financial statements were sent to the client
• When the income tax return has been lodged with the ATO