portfolio administration

Moneytax portfolio management and administration services extend beyond the specialist area of superannuation. Moneytax services in this area range from portfolio design and construction to ongoing monitoring, management and reporting (performance, tax, transactions and corporate actions etc).

You will find that our portfolio services offer exceptional value and functionality. We work closely with our clients to ensure that their portfolio reflects their needs, both short term and long term.

Our portfolio administration system enables access to a very comprehensive range of investments. This range includes equities, property trusts, managed funds, listed trusts, fixed interest securities, cash, exchange traded options, term deposits and margin lending.

Apart from routine reporting functions additional benefits include annual tax reporting and tax planning functionality.

To make an appointment to speak to one of our advisers click on this link.