The Portfolio Service plan options

The Portfolio Service is a sophisticated investment management and research service that helps you invest in a well-planned and flexible way.

With The Portfolio Service, all you need to do is select the time over which you want to invest and the level of risk you are willing to accept, and we do the rest. Sit back and relax, the plans are built with flexibility in mind, so when your circumstances change and you want to change or upgrade, the transition between plans is seamless.


The Portfolio Service plans Investment options Minimum investment Features
TPS Investment Essentials
Access to over 90 investment options

Managed investments
Listed investments
- Exchange traded funds
Term deposits

No minimum - cash management account
$1000 per investment option
  • Regular savings plan
  • Regular investment sweep
  • Margin lending facility
TPS Personal Investment Plan
Access to over 250 investment options
Managed investments
Listed investments
- Shares
- Property trusts
- Exchange traded funds
Term deposits
$5,000 initial investment

$100 ongoing investments
  • Regular savings plan
  • Regular investment sweep
  • Margin lending facility
  • Regular payments
TPS Super Essentials
Access to over 90 investment options
Managed investments
Listed investments
- Exchange traded funds
Term deposits
No minimum - cash management account
$1000 per investment option
  • Regular savings plan
  • Regular investment sweep
  • Insurance

  • - Income protection
    - Death
    - Death and Total & Permanent Disablement
TPS Superannuation Plan
Access to over 250 investment options
Managed investments
Listed investments
- Shares
- Property trusts
- Exchange traded funds
Term deposits
$5,000 initial investment

$100 ongoing investments
  • Regular savings plan
  • Regular investment sweep
  • Insurance

  • - Income protection
    - Death
    - Death and Total & Permanent Disablement
TPS Retirement Income Plan
Access to over 250 investment options
Managed investments
Listed investments
- Shares
- Property trusts
- Exchange traded funds
Term deposits
$10,000 initial investment
  • Regular pension payments
  • Binding death benefit nomination
  • Reversionary beneficiary
TPS Self-managed super fund Managed investments
Listed investments
- Shares
- Property trusts
- Exchanged traded funds
Term deposits
Direct property
Private assets
Discuss the minimum investment amount with your financial planner
  • Fund establishment and set-up
  • Daily super and asset administration
  • Tax administration and end of financial year services
  • Insurance administration