Financial Planners
In conjunction with you, we can offer your clients professional investment management services.
Our managed discretionary accounts are a much better product than unit trusts and managed
investment schemes because you are included in the portfolio construction process (if you wish).
In this way you get to construct better financial plans. Moreover, by recommending our
investment products you will not be worse off and probably better off in terms of revenue.
Tax
We understand the need to work with you when managing your client's investment portfolio. Tax is a major issue for most investors. We will send you a statement of each client's unrealized gains and losses and realized gains and loses prior to the end of the financial year. In conjunction with the client you can direct us to realize gains or losses to off-set tax positions in the portfolio managed by us, perhaps in order to offset tax positions elsewhere in the client's overall investment portfolio. For example, take share losses to offset gains on say an investment property.
Moreover, though our preferred custodian, client portfolio reports already calculate various inputs for tax reporting. You can see at a glance what the portfolio position is for your client.
We understand the need to work with you when managing your client's investment portfolio. Tax is a major issue for most investors. We will send you a statement of each client's unrealized gains and losses and realized gains and loses prior to the end of the financial year. In conjunction with the client you can direct us to realize gains or losses to off-set tax positions in the portfolio managed by us, perhaps in order to offset tax positions elsewhere in the client's overall investment portfolio. For example, take share losses to offset gains on say an investment property.
Moreover, though our preferred custodian, client portfolio reports already calculate various inputs for tax reporting. You can see at a glance what the portfolio position is for your client.
