Local time
Ten reasons to start using Navigator
Aviva’s award winning portfolio administration service, the Navigator platform, helps you and your clients look beyond the investment basics to minimise tax and maximise performance .
1. Supporting you
- fund reports and reviews by our in-house Aviva Research
- technical assistance via our dedicated Techpoint team
- flexible and competitive remuneration
- regular updates on current Aviva news
- dedicated call centre
2. Award winning online management tool – n-link
- ranked no.1 for online transactions
- leader in online management
- straight through transaction processing
- financial planning
- access to all your client information
3. More money in your clients pocket
- contributions tax is deducted at the last possible moment rather than quarterly
- access to wholesale funds means less in fees
- link accounts and fee capping to reduce our administration fee with no impact on your remuneration
- anti-detriment allows the tax back benefit for eligible beneficiaries
4. Tax management – minimising tax for your clients
- parcel selection to manage capital gains
- payment for any realised capital losses when moving from super to pension
- carry forward unrealised capital gains from super to tax free pension phase
- clients receive full benefit of imputation credits as they are not shared across all members
- in specie transfers for both super and non-super
5. Investment choice
- access to comprehensive quality investments
- investments are made directly with the fund managers and placed into wholesale products, reducing investment costs
- option to integrate the top ASX listed shares
- all investment funds are reviewed and assessed by our reputable in-house research team – Aviva Research
6. Easy to read reporting at the click of a button
- consolidated quarterly and annual statements
- consolidated tax reports
- 24 hour access
7. Your clients health and financial well being protected
- access Aviva’s award winning protection products
- no lapse and retention issues as insurance premiums can automatically be deducted from your clients’ portfolio
- flexible choice of remuneration
8. Gearing to boost your clients investments
- take advantage of margin lending and benefit from using the margin lender of your choice
- increase your clients’ wealth faster with a regular geared option
9. Solutions for self managed super funds
- access to specialist professionals to assist you in setting up SMSFs – Trust Deed, accounting, taxation advice, accounting software, annual independent auditing
10. Award winning record
- ranked number 1 again for Transactions – 3rd year in a row
- equal leader in online account opening and management
- provided the best overall combination for research
- provided the best and broadest range of calculators and integration features