Investment Portfolio Management

Accountcorp offers a range of portfolio management solutions with the aim to keep you informed and up to date with information.

We generally provide you with ongoing Porfolio Management and reporting via a recommended investment platform offering:
  • On-line access to secure account information
  • Investment transaction information
  • Account summary or more detailed reporting
  • Summary of portfolio asset allocation
  • Capital gains tax reporting including realised and unrealised gains
  • Rate of return analysis both income and growth
  • Consolidated tax reporting, -interest, dividends, capital gains, franking credits
We are able to tailor a portfolio to suit our clients for whatever stage in life they may be. So it can grow with you as your needs change.

Disclaimer: This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Your Adviser may offer you services through Accountcorp Accountants & Advisers which is a separate business.

Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Madison  is only responsible for the financial planning services provided by Accountcorp Financial Planning Pty Ltd.

     Accountcorp Financial Planning Pty Ltd is a Corporate Authorised Representative of  Madison Financial Group Pty Ltd
                  Level 12, 20 Hunter Street, Sydney, NSW, 2000 ABN 36 002 459 001  AFSL 246679
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