Portfolio Administration Service
Austock Private Wealth understands the
headache associated with maintaining records and keeping track of
all your investments. That is why we offer the Austock
Portfolio Administration Service (PAS) that is tailored to your
individual requirements.
Austock Portfolio Administration Service makes
the process of administering your investment portfolio hassle free.
We take care of all the paperwork and administration, while you
make the investment decisions and concentrate on working with your
adviser to get the best investment returns.
The service is an important tool to help keep
you on top of your investments throughout the year. It will save
you time and money when preparing your tax return, providing you
with details of your investments including dividends, franking
credits and capital gains tax positions.
Key
features
- Secure online account access and portfolio monitoring
- Access to online market information and Austock Research
- Comprehensive quarterly and financial year end reporting
- Annual tax report to assist in tax return preparation
- Cash Management account making trade settlement, dividends and
other corporate actions processing seamless and hassle free
- Full portfolio control while outsourcing the
administration