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Share Registries and Portfolios

If you commit your money to investments with the aim to increase your personal wealth, then you need to keep track of these investments.

Over the years we have had a number of clients enquiring about record keeping for their investment portfolios. The record keeping process is useful for estate planning, capital gains, tax planning and keeping in touch with current market values.
If you already have a portfolio in place, then you may want to ask these questions:

  • Does it tell you all you should and need to know?
  • Is the cost justifiable and valid?
  • Is the record system easy to understand?

At Struck Accounting we have developed a program that meets our clients expectations. This is a snapshot of our unique reporting program:

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If you would like to know more about this new Super Fund Portfolio service, please contact us or telephone Wendy Ryan on 555 13 777 or Teresa McCredden on 0439 712 890.
We can meet with you (at no cost and without obligation) to show you our illustrations.