Tax Reporting

As part of the Private Portfolio Account, Atlas Wealth Management also offers a portfolio tax and performance reporting service. This service provides you with the peace of mind knowing that the records for all of your investment activities are maintained and are disclosed to you at the end of every quarter as well as the end of the financial year.

These reports are also provided to your tax accountant to assist them in the preparation of your Australian and international tax returns.

 

General Advice Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Atlas Wealth Management Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Atlas Wealth Management nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.