Do you provide clients admin for their investment portfolios held in companies, trusts or in the names of individuals?
If yes, discover how Simple Invest 360 can save you heaps of time and money!
Join Andrew Paszko, Simple Invest 360 Product Manager, for a 45-minute webinar on to discover how you can keep track of investments, distribute profits, and maintain a full set of financials and CGT records in one easy to use platform, Simple Invest 360!
This must-watch webinar will cover:
- Why Simple Invest 360?
- Automated CGT record keeping and reporting
- Advanced profit distribution for unit and discretionary trusts
- Trust Tax Return including electronic lodgement
- Investment Portfolio Reporting
- Consistent financial reporting across family groups
Can’t make it to the live webinar? Register anyway to get the recordings!
We look forward to seeing you online!