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What reports can I expect to receive?
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Online Reports
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Quarterly Reports
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Annual Reports
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Available 24/7 online for you to print
- Cash Transactions
- Capital transactions
- Portfolio Valuation
- Income & Expenses
- Realised Capital Gains
- Unrealised capital gains
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- A report showing the performance of your portfolio is posted to you.
- Contains a detailed breakdown of your investment portfolio including all acquisitions, disposals and income for the quarter.
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- a detailed annual report package including information on your portfolio valuation, investment and cash transactions, realised capital gains tax and expenses, plus highly detailed income reports
- On your request this can be delivered directly to your accountant as well as being posted to you.
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Find out more about the Accolade Service
If you have any queries regarding the Service or would like to receive further information or sample reports, please contact your Adviser or Contact our Accolade Services Team online. Altenatively, you can call them on (08) 9263 1615.
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.
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Accolade
