Self managed Super Funds are growing in numbers.
To get a better understanding of your clients needs and exposure our reporting tool will allow you to view your client’s holdings and tax position.
The features are;
- Portfolio, includes margin accounts, equities, and options
- Reporting of equity holdings for long option positions
- Ticker for your daily option margin requirement
- Options and margin account reporting integration with your portfolio and tax reporting
- Real-time CMT account balance
- Daily CMT account balances
- Online corporate action Alert service
- Integrated investment strategy, and compliance tracking
- Integrated IRESS IOS2 trading interface
- Complete on-line platform for advisors, accountants and clients.
- The One stop solution from transaction processing, though to tax preparation and electronic lodgement of tax return for SMSF clients, or end of year Tax report for PersonalInvestors
- Manual uploads available for alternative asset classes.
Who does this appeal to?
- Stockbrokers who wish auto access the system for their clients
- Financial Planners who want to monitor their client’s holdings.
- Accountants and auditors who wish to have access to their client’s records.
- Individuals who need their transactions and records held in a secured environment.
- We also have access to a full administration service that includes setup, administration, audit and tax return completed and lodged electronically.