Superior customer service
At Aurora Asset Management, our clients are much more than just an account number. We strive to provide superior, personalised customer service and offer ongoing support for users. If you want quality service and professionalism, choose Aurora Asset Management;


Convenience

Unlike traditional wrap platforms, Aurora Asset Management caters to all investment types, not just an approved list. This provides clients with the convenience of having their entire investment portfolio under one roof.

We also act as a mail house for investment-related documentation, which brings order to the paperwork nightmare.

Online access to your portfolio 24 hours a day, 7 days a week.


Accuracy

Aurora Asset Management’s online system allows you to have an accurate and instant access to your investment portfolio. It enables you to get a current valuation of your assets, as well as monitor all activity across their investments.

Direct feeds for cash, share and managed fund transactions eliminate the need for manual processing and thus reducing the risk of errors.


Affordable
Aurora Asset Management is a low cost alternative. By choosing Aurora Asset Management clients can save over 35% percent in comparison to the wrap platforms. For those who are fed up with paying huge fees, contact Aurora and save.


Reconstruction

Upon provision of historical transaction details your portfolio can be reconstructed. Aurora Asset Management’s system carries a history of all dividend payments and corporate actions for ASX listed securities.

Proactive CGT Management
Optimised CGT processing allows you to improve the management of your capital gains position and improve after tax returns. Your Capital Gains position can be monitored throughout the year.

Aurora Asset Management takes into account tax free, tax deferred and distributed CGT income components when calculating the Capital Gains position.

You have a choice of methods to allocate sell transactions against unrealised tax parcels, optimising the capital gains outcome for your portfolio


By choosing Aurora Asset Management to handle your portfolio administration, you are guaranteeing excellence in customer service, convenience and price.