Patersons has been assisting our clients for many years with the management of their financial affairs.  For many clients, this service provides an invaluable tool to improve the management and analysis of your investments, streamline your administration and provide enhanced tax and portfolio reporting.

With priority access to your Investment Adviser, you can be assured that your Accolade portfolio is individually tailored to your needs, investment ideas are based on an educated understanding of your portfolio and your portfolio is actively managed on a day-to-day basis.

Key Features of our Accolade Portfolio Management Services:

• Priority access to your Investment Adviser
• Tailored Investment Advice
• Actively Managed Portfolio
• Control and Direct Ownership of your investments
• Complete transparency
• Corporate opportunities that may be unavailable to the general public
• Capital Gain Tax Management
• Simplify your end of year reporting with Accountant Strength Reports
• Consolidation of all aspects of your portfolio into one clear and concise platform
• 24/7 online access to accurate and up-to-date information on your account, Patersons research, as well as general market information
• Comprehensive administration and record keeping service, including mail house service

Accolade Brochure  |  Accolade Sample Tax Report

For more information on Accolade or our Accolade suite of services, please contact your Patersons Adviser or our Accolade Services team on accolade@psl.com.au.

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.