We offer you a service that will assist you in managing your share portfolio and managed funds. The Praemium Portfolio Service is used by professional accountants, stockbrokers and financial planners around Australia. The service is not available to members of the general public but through our association with Praemium Portfolio Service we are able to offer this service to you.
The service is designed to assist you and/or your adviser in managing your portfolio. Here are some of the features and benefits of the service:
- Automatic updates on a daily basis,
- Internet online access to your portfolio,
- Extensive reporting such as Transaction Reports, Valuation Reports, Realised or Unrealised Capital Gains Tax (CGT) Reports and Income and Performance Reports,
- Corporate actions are automatically updated on the system,
- Optimisation of your CGT position by selecting from a number of methods that will provide you with the most desirable CGT result.
- Enhanced decision making by use of accurate up to date CGT and performance information.
- Peace of mind knowing exactly where your investments are up to on an ongoing basis and compliance with Capital Gains Tax requirements.
Take advantage of this market leading service, telephone our office on (02) 6969 4600 and Ann will organise an appointment for you to call in and discuss in detail the benefits to you
