Benefit of our service
In addition to optimising your portfolio on a day to day basis, we also provide support services as part of a single all encompassing fee. These services could include:
- Through various affiliates, we can organise estate planning, and asset protection advice.
- Tax planning, and support for your accountant or tax advisers with regards to tax returns, and other financial reporting that may be required.
- Access to research and our investment team.
- Assistance in the establishment of self-managed superannuation funds and the organization of access to superannuation advice.
- Monthly reconciliation of all cash and share transactions between our front of house systems and those of the Custodian.
- The provision of news and periodicals, covering areas such as economic and investment trends, and changes to regulatory environments that could impact our clients.
- Regular money transfers, selective Bill paying and record keeping, as appropriate.
- Assistance with and mentoring intergenerational transfer of investment skills and asset control.
