- Automatic record keeping
- Optimise CGT
- Full reporting
- Daily valuations
- Accurate performance
comparison
- Web based; access info
anywhere
- Uploads to popular
accountants programs
- Reports on any number
of portfolios, and
consolidation.
- Low flat fees
- Your affairs in order,
all the time.
- Reconstruct the past with
minimum information.
- Handles most corporate
actions.
- No asset based charges
- No access to money or
investments by us.
- Missed payments/mistakes
picked up at reconciliation
- Portfolio valuation by
security.
Financial
Shoebox Pty Ltd
Level 2 140 William St
East Sydney NSW 2011
(PO Box 61 Rozelle 2039)
