Perks Portfolio Service (PPS) is our own portfolio administration service that is designed to reduce complexity for our clients in managing their investment portfolio by providing streamlined administration, simplified tax reporting and corporate actions management.

Our specialised portfolio administration team manages the day-to-day administration, ongoing compliance, tax complexities and significant volume of corporate activity of your investments. The services we offer are tailored to meet your individual requirements.

 

Investment Ownership

PPS allows our clients to maintain legal ownership of their investments ensuring security and eliminating any third party arrangement and potential for uncertainty around ownership. This is a key point of difference compared to other platform providers.

As there is not a third party custodial arrangement you maintain total control over the investments within your portfolio and all decisions relating to those investments. Legal ownership of investments is a crucial element in managing our clients’ portfolios and one that reduces the risk to your personal wealth.

 

Key Features of the Perks Portfolio Service

PPS offers the following key features:

Attribute Applicable Details
Legal Ownership of Assets Yes
Beneficial Ownership of Assets Yes
Consolidated Reporting Yes
Year End Tax Reporting Yes
Online Portfolio Access Yes
Investment Menu Unlimited

1Access to wholesale funds will be subject to meeting minimum investment amounts. These range from $5,000 to $500,000.

 

How It Works

We receive all correspondence from investment managers, listed securities and product providers, enabling us to deliver streamlined transacting and manage corporate actions on your behalf.

Investments are recorded in our portfolio management software system that allows our team to keep track of investment purchases/sales, income, capital gains tax and provide consolidated reporting to our clients.

PPS was established in 2008 and has grown year after year as it continues to alleviate the complexity of portfolio management for our clients.

Disclaimer: Any financial product advice is provided by Perks Wealth Management Pty Ltd (AFSL No. 236551) (“PWM”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to PWM’s FSG for contact information and information about remuneration and associations with product issuers.

To speak to one of our Wealth Management Advisers contact us today

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