Optimise Capital Gains Tax (CGT) and income reporting to reduce your tax burden.
Allow you to manage CGT issues throughout the year to complete tax planning prior to June 30.
Keep abreast of corporate actions such as dividend reinvestments, bonus issues, rights issues and buy backs.
Provide access to your portfolio and transactions online so you can monitor your investments as you see fit.
Provide full internal rate of return reports so you can compare like for like how your portfolio has performed against the market or industry funds.
Enable you to work closely with your advisors and make well informed timely ad sensible decisions.
Substantially reduce your administration workload.
Provide detailed quarterly reports and reviews.