Pritchard & Partners Pty Ltd

With a dedicated portfolio account manager Pritchard & Partners will provide:

• Comprehensive taxation reporting.
• Annual reporting.
• Dividends.
• Trust distributions.
• Capital gains.
• Notifications to share registry.
• Corporate action notification and processing.
• Reporting on all investment income including tax breakdowns and franking credits.

Fee For Performance:

Your adviser operates on a fee based remuneration structure linked directly to the value of your portfolio. Therefore, there is a greater incentive for your adviser to ensure the continued performance of your portfolio.

Tax Deductible Fees:

Any management fees paid in respect of your portfolio would generally be tax deductible.

Brokerage Fee Transactions:

As part of the premium stockbroking services, you will receive 25 brokerage free transactions per year.

Quarterly Performance Reporting:

Each quarter you will receive a comprehensive report detailing all of your transactions, income, realised capital gains and losses.

Half Yearly Performance Reviews:

Each half year your adviser will review your portfolio with you to ensure that it continues to meet your needs and objectives.

Annual Taxation Report:

Each year you will receive an annual taxation report, which will help you prepare your taxation return.