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To be effective in providing advice on your investments, we must have immediate access to current and accurate information on your portfolio.
To achieve this, we always recommend an investment administration service for our clients' listed securities and managed investments. The administration service provides:
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Online access and comprehensive reporting for your investment portfolio. This will allow you to stay fully informed on the current status of your investments.
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Daily electronic data feeds to the financial planning software that we use. This will ensure that we have accurate and immediate access to all the details of your investment portfolio when making recommendations.
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Electronic data feeds to accounting software and/or comprehensive annual tax statements that can significantly reduce the time your accountant takes to prepare your tax return.
Incomplete or inaccurate information makes decision-making difficult and potentially dangerous if the wrong information is relied upon. For these reasons, we believe good administration is a critical component to successful investing.
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