Investment planning is integral to the strategic development of our clients’ financial plans
Investment Portfolio Administration
Investors with a range of managed funds and direct shares can lead them to deal with a lot of paper work for applications, redemptions, buys and sells and portfolio rebalancing, responding to corporate action requests, dealing with dividends and distributions, preparing information for accountants at the end of the year and sometimes searching constantly for updates on recent performance. There are a range of solutions available for investors to try to ease this process which are applicable for both super and non-super investors.
An example of this would be a wrap account whereby an a single online portal provides access to a range of investments, facilitates the buying and selling process, automating portfolio rebalancing and reinvestments of dividends and distributions according to your predetermined criteria and most importantly, comprehensive end-of-financial year reporting that includes all information your accountant needs for capital gains, dividend, distribution and franking credits. Some wrap accounts also incorporate other features for investors e.g. portfolio insurance, seamless integration between super and pension accounts, etc.
Contact us for more information about Investment Portfolio Administration.