Reporting
Comprehensive investment reports for your business in Australia
Financial Shoebox can be counted on for all investment reporting requirements Australia wide. We utilise a comprehensive reports suite, which has been used and trusted for more than a decade by financial advisers, accountants and administrators the world over. Below you can find information about the types of reports we have the ability to provide.
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Reports we can provide
- Valuation and asset allocation reports
- Performance reports
- Tax reports
- Multicurrency reports
- Listed and personal assets
- CGT optimisation
- All investments across all asset classes within a single portfolio view
What you will be able to see
This full set of reports will enable you to see your:
- Tax position
- Performance compared with markets generally
- Forecasts of expected income for each month of the year
- Stock by stock returns over any selected period - including income, capital and tax credits