Saves time and money - Strategic tax issues overview - Effective tax planning - Significant reduction of administrative work-load

History • Experience • Foresight

Sydney

02 9233 2433

Melbourne

03 9601 6800

Investment Administration

Enjoy time-saving convenience at very low costs.

We offer a comprehensive administration service that provides up-to-date valuations, tax and income reports, performance reports and reconciliations.

If you think your portfolio administration should be less demanding and more convenient, please contact us.

We can produce all portfolio reports for you, including tax and income summaries that can be forwarded direct to your accountant

We can improve the management of Capital Gains Tax (CGT) risk by using up to date CGT and performance information

You will be in a position to constantly review your CGT status allowing for corrective action prior to June 30th annually

You can monitor your portfolio or individual stock performance by comparing with your selected benchmark

We take responsibility for administering your investment portfolio

We perform these tasks for an outlay that is most likely a lot less than you are currently expending

SYDNEY02 9233 2433

MELBOURNE03 9601 6800

EMAIL jps@jpalmer.com.au

SYDNEYMELBOURNE |