Client Login

We are dedicated to providing you with the best advice and service. Below are direct links to institutions that allow secure access to view your account if you have a user name and password.

If you do not have on-line access, contact us and we will assist.

Aviva Login - Access your Navigator, Business Super, Super Solution and Employer accounts
BT Finanacial Group - Investors Access
Colonial First State - Login Access
Macquarie Wrap - Login Access
ING - Login Access
Perpetual - Login Access

Useful Forms

Below are some forms from the Australian Tax Office that you may find useful.

Australian Tax Office


Refund of Franking Credits for Individuals 2009-10



Refund of Franking Credits for Individuals 2007-08



More information can be found on the ATO website. If you are unsure how to use these forms, please feel free to contact us for assistance.