Services
Complete range of investment services in Australia
Financial Shoebox
represents a complete stand-alone investment portfolio solution. You won’t have to worry about keeping track of multiple documents that are floating around. Servicing Australia wide, we will arrange everything in one place, so you can focus on the important details.
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We are happy to present an outline of the investment services available to you.
Our services
- Easily record, monitor and report all your investments in a single location
- Automatic records of trading - listed securities and many unlisted managed funds
- Automatic calculation of dividends to check against statements - no data to enter
- Contract notes from your broker entered daily - no data entry when buying or selling
- Prices updated daily, all information available online
- Report on multi-currency securities, with daily FX rates and corporate actions
- Include your own securities - including personal assets (property, private equity, art)
- Optimise CGT by selecting the best parcels to sell - no more average pricing
- Account reconstruction - look at your portfolio at end of tax year or other time you nominate
- Extensive database for both domestic and global securities
- Corporate actions, prices and asset allocations updated daily – never wait to see where you stand
- Comprehensive range of reports - you can produce report packs that will provide everything needed at tax time. This will help you make fully informed investment decisions