How to navigate a portfolio report
While many investment reports are improving, we still are seeing a number of complications and errors. If the provider is offshore, or a boutique provider, the work required increases.
Following on from the webinar on the Foreign Investment Fund rules, this is a practical “how to” session working through an example portfolio report. The webinar will outline what the various components of the report mean and a practical approach to determining what needs to be returned.
A better understanding of how to review investment portfolios
Up to manager and those dealing with investment portfolios
Jarod Chisholm, Senior Partner - Taxation Advisory, Findex on behalf of TEO
1.25 CPD Hours