CALL NOW: (02) 8036-1774
We look forward to your call.
Email me : info@portfolioconnect.com.au

Our Services

 Mail House Portfolio

Mail House Portfolio

This service is the most comprehensive and takes care of the entire share administration for you including all the paperwork from the share registries.

You wont need to worry about any of the reporting except for optional corporate actions like rights, floats & share purchase plans which we will send you to take up if you wish.

We will update the share registries with your Tax file number & banking instructions and send you only what you have requested. We can also send through a copy to your broker.

We do this by simply changing the postal address to C/-Portfolio Connect - you remain the registered owner.           

If a form requires your signature, we will send it to you to complete - most of the time however, this will not be required.                                                                                                                  

At the end of the financial year you will get a set of comprehensive tax reports and copies of all your dividend statements. All the work will have been done for you!


            Take advantage of our Mail House Service and reduce your paperwork today!

Back





 

Sub Navigation

    Mailhouse

 

Testimonials

“Makes my life easier - less paperwork! About time we found a service like this one.”

-Dave Johnson, customer

 

Twitter Links