Comprehensive Tax & Performance Reporting
Simplify your investment tracking and tax preparation with our premium Tax & Performance reporting package, powered by Navexa – Australia’s highest-rated portfolio tracking tool. The solution is used to track over 1 million trades and $2Bn in value tracked.
Tax Reporting Excellence:
Automated, accurate tax reports tailored for Australian requirements
Complete capital gains calculations with support for various methods
Dividend income tracking including franking credits
Foreign income reporting
Comprehensive coverage for stocks, ETFs, managed funds, and more
Export-ready reports for your accountant or the ATO
Performance Insights:
Unified portfolio tracking across all your investments
Professional-grade analytics on true investment performance
Real-time performance calculations
Detailed dividend and income tracking
Fee impact analysis
Currency impact reporting for international investments
Time and Cost Savings:
Reduce accountant fees with professionally prepared reports
Save hours of manual tracking and spreadsheet maintenance
Make tax-informed investment decisions year-round
Access tax reports instantly when needed
Satisfaction Guarantee
You may cancel within 14 days of purchase for a full refund.
Pricing:
$500 per year billed annually or billed monthly at $45 (total annual cost = $540), conveniently deducted from your linked cash account.
How It Works:
1
Unified portfolio tracking across all your investments
2
Your trading data is automatically synchronised
3
Access comprehensive reports instantly the Tax & Performance package to your portal
4
Download or share reports with your accountant at tax time