Statton Portfolio Administration
Statton is pleased to introduce our new Portfolio Administration Service.
This is a complete investment administration service designed to assist investors with portfolio reporting, annual tax compliance, and provide you with peace of mind.
We service portfolios for individuals, partnerships, companies, trusts, and SMSF entities.
In our role Statton will provide the following:
A full suite of investment and performance reporting, including Investment Valuation, Investment Returns, Realised Capital Gains, Investment Income, Unrealised Capital Gains.
Access to the online Class portal (cloud based software) and mobile phone app for your investment portfolio.
The ability to generate detailed investment reports on demand.
An annual tax report summary.
The portfolio will be reconciled for transactions and corporate actions on a regular basis.
An optional investment mailbox service.
To find out how we can help you, request a callback or contact us directly.