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Portfolio Administration

Private Capital Advisers is able to assist in meeting the varied and often onerous taxation requirements associated with the administration of investment portfolios.

We are able to provide consolidated reporting over a wide range of investments, including shares, managed funds, property and cash – regardless of whether these assets are held in the name of an individual, Self Managed Superannuation Fund, trust or company.

This service reduces the record keeping and paperwork associated with investment purchases and sales, income received, expenses incurred and capital gains tax records.

At the end of each year we will provide you with a detailed summary of the income and capital gains position of the portfolio.

Our service also provides on-line access to your portfolio. This allows you to see reports on current valuations, performance and recent transactions.

This consolidated view of your portfolio will make it easier for you to make quicker and better informed investment decisions.