Managing Trades

SIMPLIFY TAX MANAGEMENT FOR YOUR CLIENTS

• Model potential realised tax gains or losses before the assets are switched 
• Optimise client CGT outcomes by selecting from FIFO, Min Gain or Max Gain
• Tax parcels are held and managed at a whole-of-account level 
• Automatic tax parcel selection methodology can be applied across an account 
• In-specie transfers for IDPS 
• Netting of all asset changes within an account before trading