Saves time and money - Strategic tax issues overview - Effective tax planning - Significant reduction of administrative work-load | Joseph Palmer & Sons
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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

Investment Administration

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Enjoy time-saving convenience at very low costs.

We offer a comprehensive administration service that provides up-to-date valuations, tax and income reports, performance reports and reconciliations.

If you think your portfolio administration should be less demanding and more convenient, please contact us.

Saves you time and money

We can produce all portfolio reports for you, including tax and income summaries that can be forwarded direct to your accountant

Strategic overview of
tax issues

We can improve the management of Capital Gains Tax (CGT) risk by using up to date CGT and performance information

Basis for effective
tax planning

You will be in a position to constantly review your CGT status allowing for corrective action prior to June 30th annually

A base for instant
multiple comparisons

You can monitor your portfolio or individual stock performance by comparing with your selected benchmark

Significant reduction in your administrative work-load

We take responsibility for administering your investment portfolio

No-obligation incentive

We perform these tasks for an outlay that is most likely a lot less than you are currently expending