Patersons Trading Administration Service (TAS), is a comprehensive online administration service, created to simplify the administration and reconciliation of your equities trading account while allowing you to maximise control over your investments.

Designed for active traders, the service allows edit capability for CGT trade matching and access in-depth reports to assist in tax preparation and portfolio management, giving you a comprehensive overview of your investments. 

TAS Client Log In

Key Features of Patersons TAS include:

• Save time on reconciling your portfolio yourself, TAS records all Australian equity, dividend and income transactions
• 24/7 access to extensive reports including valuation statements, income and trading summaries and unrealised and realised CGT reports
• Retain ownership and control of your investments
• In-depth information is provided to facilitate your tax return preparation
• Both you and your Adviser can view the progress of your portfolio as frequently as you choose, any time of the day

If you would like further information on Patersons TAS's service please contact your Adviser or email the TAS team on tas@psl.com.au.

TAS Flyer | TAS Application Form | TAS Financial Services Guide | TAS Client Log In

IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice you should consider its appropriateness having regard to all your personal circumstances.