Advanced Investment Management Solutions
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APA Financial Services is an administration service provider, servicing financial advisers, accountants, solicitors and institutions. We administer investment portfolios for individuals, family trusts, discretionary trusts, companies, superannuation funds, managed funds, estates and charitable foundations.
APA enjoys a reputation for the delivery of quality services which cover sophisticated investor portfolio reporting requirements. This reputation has been cultivated through the innovative development of our proprietary computer software platform, SMART Portfolio Solutions (Superannuation, Managed Accounts, Administration, Reporting, Tax Management), and through rigorous and disciplined administration, accounting and taxation procedures and processes.
SMART Portfolio Solutions was developed and is maintained by professionals in accounting, stock broking, merchant banking and funds management who understand today's investment market. This, coupled with the most advanced technology, ensures that portfolio administration, management and reporting is carried out efficiently and provides a high degree of flexibility, resulting in a superior, higher volume service.
We believe that it is currently the only platform within Australia which can administer and report accounting and tax information for every class of asset and liability for individual and consolidated entities.
APA's SMART Portfolio Solutions offers secure and cost-effective solutions to professionals who are dedicated to providing their clients with a private bank standard of service.