Investment Management

Article contributed to the Joseph Palmer and Sons Investment Committee 

Did you know that Joseph Palmer & Sons offers

Tax Administration services for your investment portfolio?

We can produce all portfolio reports for you, including tax and income summaries that can be forwarded directly to your accountant – saving you time and money.

From as little as $206.25 per qtr (GST incl),

min 12 month term.

A brief outline of the package services we provide to professionals working with senior-aged people, executors, estate beneficiaries and related parties.