Latest Service Offerings
Swiss Financial Consultants has formed partnerships with two outside specialists to boost its service offerings on a fee for service basis.
1. Portfolio Management and Reporting Services
A comprehensive stockbroking and portfolio reporting service is now offered via a large stockbroking firm on their Portfolio Wrap service.
The service provides a consolidated and simple reporting service for an investment portfolio for both individuals and SMSFs. For a single fee the service includes:
- Consolidated daily online reporting for all assets via a secure website, including performance reporting. The wrap services can include Shares, Cash Accounts, Listed Options, Wholesale Managed Funds, and unlisted assets
- Capital Gains Tax Reporting
- Quarterly Hard Copy Reports designed to optimise any capital gains or losses
- Annual Consolidated Tax Report
You will also have access to research material, market news and other valuable investment tools via the platform.
2. Portfolio Administration Services
A portfolio administration and tax reporting service is now on offer to both individual and SMSF clients. For a single fee the client is offered a comprehensive administration service including:
- Daily account administration
- Online access
- Annual tax report
- Cash flow reporting
- Dividend processing and corporate actions
- Daily investment revaluations
- Capital gains maintenance
To find out more details about any of these new services, please contact us at (03) 9614 8818 to organise a consultation.