Benefits
- Spend less time on paperwork and more time on what really matters. No more time-consuming investment administration. Everything from opening mail to recordkeeping to filing is taken care of for you
- Improve your after-tax returns by utilising CGT tax optimisation
- Retain direct control of your investments at all times. All investments are held in your name and you retain 100% legal and beneficial ownership.
- Improved tax management: conduct ‘what if’ analysis prior to transacting to determine the tax consequences of a transaction prior to transacting.
- Stay informed on your investments through detailed quarterly reports outlining realised and unrealised gains reports, income & expense statements, transaction statements and performance reports.
- Information at your finger tips. 24/7 secure online access to your portfolio information where you can view the valuation, performance, unrealised and realised CGT positions of your investments.
- Tax time made easy. Give your accountant a detailed taxation summary report to assist them in completing your tax return.