ADMINISTRATION
SERVICES
& REPORTING

ADMINISTRATION
SERVICES & REPORTING

ADMINISTRATION
SERVICES & REPORTING

Managing complex financial affairs is time-consuming and complex. We provide comprehensive administrative and reporting services to simplify your financial life.

Record keeping, secure online reporting, bill paying, cash management, independent audit report, etc.  We do it all for you, so you don’t have to.

  • Your investments are independently audited 
    and an audit certificate issued
  • Payments to ATO or to your accountant
  • Complete tax records maintained
  • Authenticated payments to third parties
  • Regular payments, such as pensions
  • Corporate actions

What does this mean for you?

  • Your time is better spent not worrying about paperwork
  • You have transparency of everything that we do for you
  • Your accountant will have all of the information needed

See all your financial reporting in once place, Image shows Laptop and mobile phone showing our client portal dashboard

Why choose First Samuel?

Experienced
Team

Our experts have a deep understanding of financial administration and reporting.

Personalised
Service

We tailor our services to meet your unique needs and preferences.

Confidentiality
and Security

We prioritise the confidentiality and security of your personal and financial information.

Peace
of Mind

Let us handle the complexities of financial administration so you can focus on what matters most.

Ready to take control of your financial future with a team of experts? 
Book an obligation-free consultation today

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