Informed decisions can only be made when information is at your fingertips

Too many investors either have shares they want to sell but dont because of the fear of triggering a capital gains tax bill or worst, sell stock when they shouldnt and trigger a CGT event.

Better Manage Your Tax position
The Allegiance Portfolio service gives you the power to understand your capital gains and loss position within seconds, for both your realised and unrealised portions. Enabling investors to know the tax outcome of an event before it occurs. It also allows you to monitor the performance of individual holdings as well as the overall performance of your portfolio at any time. The Allegiance Portfolio service makes this and the below information available to you 24/7 in easy to read reports via our secure website

• Portfolio valuation
• Realised gains & losses
• Unrealised gains & losses
• Income & distributions
• Franking credits
• Performance reports

In addition to this you are able to conduct ‘What If’ analysis to determine the consequences of transactions on asset allocation and CGT prior to transacting. This feature allows you to make an informed decision and may prevent you making a decision that has an unfavourable impact on your portfolio.

“shut the gate before the horse bolts”

The Allegiance Portfolio service will also provide you with online access to market data and information so you can make informed decisions, anywhere and anytime. Click here to learn more about the features and benefits of the Allegiance Portfolio service.