Simplifying your investments

When it comes to investing, a key priority is to ensure there is a link between an investment (it’s purpose for inclusion in your strategy) and what you are aiming to achieve.  Often we find that a broadly diversified portfolio ticks a lot of boxes, and then comes the question; how do we help clients manage many assets, capture various sources of income, manage tax, record capital gains, reduce paperwork as well as always ensure there is accurate and timely reporting.

Attached is a document prepared by our preferred investment administrator Macquarie Wrap explaining what a wrap service does, the costs and advantages.