PORTFOLIO SERVICES
		Moneywise provides complete Investment Fund and Self Managed Superannuation Fund (SMSF) administration services, which include:
			management of all correspondence and communications including corporate activities such as mergers and acquisitions, takeovers and  buy-backs;
			day-to-day portfolio administration;
			tracking of all investment activity;
			investment portfolio reports;
			realised and unrealised capital gains reports;
			monthly reconciliations and cash transaction reports; and
			preparation of year end investment reporting.
		In addition, our SMSF administration service also includes:
			member balance reporting;
			annual fund financials and income tax returns;
			external fund audit; and
			all compliance requirements as stipulated by legislation.
		Utilising our SMSF service will ensure your fund meets ATO audit and documentation requirements, giving you complete peace of mind.
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