The Coppin and Partners Portfolio service is based upon three fundamental ideas.

Make life easy for investors. This means taking care of all the paperwork and recordkeeping that investors are burdened with. It also means making life easy at tax time by providing clients with a detailed tax report which can be given straight to their accountant. It means providing an easy to use online portfolio reporting service so clients are always fully aware of the performance of their investments as well as quarterly reports by mail because sometimes it’s nice to receive something in the letterbox.

Maximise after-tax returns. This means using sophisticated tax optimisation technology to ensure that the optimum parcel selection method is used when disposing of shares and the most advantageous accounting methodology used when calculating capital gains. It also means ensuring clients generate the maximum value out of losses when investments underperform.

Provide accurate and up to date information to assist clients and their advisers in making more informed investment decisions. For our clients this means accessing up to date information on the value of their portfolio, unrealised capital gains position and realised gains positions so they never enter a transaction without first knowing the potential tax consequences. It means giving our clients the ability to login to our secure website from anywhere at any time to view their account information.