specialised portfolio & administration services

Please note: our new phone number is 02 6558 7402

 

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

“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.”

Support Services

  • Help desk

  • Dedicated consultant

  • Context specific on line help

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is a Division of My P.A Services Pty Ltd  www. mypa.com.au  ACN 111 914 222

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