 Portfolio
administration making your life easier
Portfolio
administration making
your life easier
Times are changing and investment
attitudes are changing too. Generally we are looking to
spend less time on paperwork, but conversely we are also looking to
have more control, and have greater visibility.
Year end is daunting, CGT is time
consuming, corporate activities can make tracking
investments and cost bases a nightmare. DRPs became
less favourable because of CGT complexities.
MyPAS is a state of the art online
portfolio administration system that enables you to hand your accountant the two
reports he needs at year end – your Realised CGT and
your fully categorized Income report - all in the time
it takes you to print them out. You, and your
accountant if you wish, can access your daily updated
portfolio, have instant CGT positions ready for optimal
trading decisions, and almost set and forget your portfolio administration.
Join us
in asking ‘why’ about wrap fees
If you are in the market for a wrap
service it is likely that you are looking for a product
that will:
-
Simplify your investment
activities
-
Provide regular reports and online
access
-
Reduce your exposure to paperwork
-
Provide one year end income report
-
Give you flexibility in investment
options
-
Allow margin lending reporting
For the most part a wrap product will
attract a combination of adviser service fees, entry
fees, administration fees, switching fees, or management
fees. These are almost always based on a percentage of
the amount invested. Whilst values are increasing by
8-12% per year, these interests are receiving an 8-12%
pay rise each year. It might prove confronting to be
required to submit this in the form of a cheque each
quarter.
There is an alternative.
What does
MyPAS offer?
A virtual wrap service without the
fees: access to a state-of-the-art, online portfolio
administration service. Available 24 hours a day,
this is a low fixed fee alternative which has previously
been available only to wholesale clients. It is a tool
that gives you all the convenience and simplicity of
your wrap, in addition to: control; total reporting of
share, managed fund assets, and personal assets such as
property and artworks; state of the art accessibility to
instant CGT positions.
And peace of mind
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“The good news about investing
is that – tax issues aside – it isn’t all that
complicated: it is possible for someone with
common sense and diligence, and the right tools,
to do it themselves. Unlike with health care or
– for most people - motor mechanics, you don’t
have to put yourself at the mercy of an
investment industry that charges too much and
often can’t be trusted.
Alan Kohler. The Eureka
Report.” |
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