Mypas™ gives you the sophisticated portfolio reports previously available only to financial advisers.
Once setup everything is automatic. You trade; we take care of the admin, tax reporting and performance valuations based on available data. You get topshelf performance reports to help you trade more profitably.
And at the end of the year, you get thorough, accurate tax calculations for your accountant, covering both income and capital gains. This alone could save you thousands every year. Mypas™ takes tax-free, tax-deferred and distributed CGT income components into account when calculating your CGT position.
Data downloads to popular accountants programs.
- Performance Reports – accounts for realised and unrealised gains and losses, income and distributions and Franking Credits.
- Income Reports – both history and future estimates are provided, so you can balance dividends with capital growth.
- Asset class summary
- Portfolio Valuation by security
- Realised and Unrealised CGT Reports
- Daily valuations
- Performance comparison
- Tracks all corporate actions and amends your portfolio and tax position automatically, by the next day.
- Re-investment – Mypas™ automatically calculates your entitlements and tax.
- Dividends
- Valuations – Mypas™ takes data feeds from a number of sources every night. Prices and valuations are updated automatically, by the next day.
View your reports online, or download them in a choice of formats including PDF and Excel. At tax time, we can provide the data to your accountant, ready to batch-load into common software including Quicken, Solution 6 and BGL. This saves you the expense of re-keying and the risk of operator error.
- Individual persons
- Personal super funds
- Private companies
- Family trusts
- Segregated assets within a super fund
- Investment and trading portfolios
With your authorisation, your adviser and accountant can access Mypas™ files and download reports into their standard software. This helps them give you even better service.
