22/02/2018

You may have noticed our APC website has undergone a slight renovation with much of the information having been updated to reflect more succinctly the values of APC and the process that you have all undertaken as Private Clients of APC. We now have videos presented by different members of the APC team outlining some key aspects of our services. The website is now better suited for you to direct family, friends or colleagues, where you may wish to introduce APC’s services to them.

The links to “Knowledge Centre”, “APC Perspectives” and our “Team” page have been moved into a menu at the top of the screen so there is no longer a need to scroll to find what you’re looking for on our page. Our “renovation” has also seen the addition of a new client sign on area which is called the “Client Portal”. The link is in red writing on the top right hand corner of the home page and gives you access to three new items (see below):

 

  • The APC Event Schedule – You all should have received an invite to our Bitcoin and Blockchain event on the 7th.This is the first of several client information events we shall be hosting throughout the year on hot topics or topics of interest. The event schedule will provide you with all you need to know about these upcoming events.
  • SMSF Admin – If you have your own Self-Managed Superannuation Fund and it is administered by XpressSuper or SuperGuardian then you will have received a login from APC allowing you to use this area of the website. This will give you member balance details, asset valuations and other important SMSF information.
  • Client Dashboard – This section is reasonably new for all clients although some of you will have used this area to download Wealth Management Review Reports for teleconferences or to update your Key Information Document. Over the coming weeks we shall be rolling out access to this “Client Dashboard” to all our clients. It shall provide details such as portfolio valuations, Insurance and Net Assets while also being a place to update your Key Information document before your Regular Planning Meeting and completing your Risk Profile Questionnaires as required. Please keep an eye on your emails for your login information coming soon. 

 

 

If you have any questions regarding the website and its functionality please don’t hesitate to give us a call on (03) 9621 1000 or email us at [email protected].