Benefit

• We create and maintain records of all investments within your portfolio, including Capital Gains Tax information.
• We collect your investment income on a daily basis, which is then maintained in a Cash Management Trust Account on your behalf.
• We notify you whenever corporate actions are announced or your instructions have been implemented.
• We provide 24/7 online access and quarterly and financial year-end statements, including a consolidated taxation statement (Capital Gains Tax and dividend imputation records).

Your Equity Trustees Adviser will structure your investments in consultation with in-house investment specialists and external research consultants, ensuring your investments are aligned to your goals and objectives. Once established, your wealth strategies and investments are monitored and reviewed in conjunction with you annually (at a minimum).

Benefits

• We tailor our service to meet your individual requirements
• We review (together with you) your wealth strategies whenever your circumstances change, to ensure you are well-positioned to achieve your lifestyle and financial goals
• We keep you updated on any legislative or regulatory changes that may impact your financial circumstances, investment structures or investment objectives
• We make investment recommendations to ensure your investments remain appropriate for your circumstances, objectives and risk tolerance
• We implement your strategies and investments to save you time and relieve you of administrative burden
• We keep track of all your investments and any associated corporate actions

These may include:

• Payment of bills (e.g. utilities, phone,rates,car registration,insurance)
• Lodgement of Medicare and health fund claims
• Liaison with third parties (e.g. aged care facilities, Centrelink, Department of Veterans' Affairs)

Benefits

• We free up your time so you can pursue the activities you enjoy
• We help you maintain your independence and privacy in the event you have no family to assist you or do not wish to involve your family in your financial affairs.