Complex issues made easy The
complexity of tax reporting is simplified with JDV’s tax
reporting service. Including full HIFO/LIFO tax lot management and
online portfolio and tax reporting systems, the service enables Advisers
and Brokers to be more effective in managing their clients’ portfolios.
The
JDV tax reporting platform is a streamlined solution combining the
following functionality:
Access to unrealised
CGT information allowing consideration of your tax position
prior to the end of financial year
Preparation of statements
on income, capital gains and indexation
Year-end and custody
based reporting
Portfolio performance
summary
Market value report
showing unrealised gains and losses
Transaction summary
detailing cash transactions
Income/expense summary
with franking and imputation credits
Asset information
detailing the activity relating to any corporate actions
on securities in the portfolio
Ad-hoc reports
available such as unrealised gains/losses and a lot by
lot analysis of sales.
For more information on JDV’s services, please call 08 9266 0222, or email reception@jdv.com.
