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As an investor, it is critical that you know the position and character of your portfolio at any point in time.
You may need to review your current risk budget or asset allocation against your strategic target weights in order to make tactical adjustments. You may wish to understand how your portfolio has performed and which investments have contributed most to the result. As part of managing your cash flow, you may need to assess the projected income stream from your portfolio or to weigh the relative merits of consuming capital to meet cash flow requirements as opposed to increasing taxable income. Or you may need to examine utilising capital losses against unrealised capital gains, particularly towards the end of the financial year.
Access to timely portfolio information provides you with the tools to make these judgements and investment decisions. The Myer Family Company’s portfolio administration and investment reporting services rely on dedicated systems and personalised service to deliver to you the tailored portfolio information you need when you need it and in an appropriate form.
MELBOURNE
Michael Smolders
Head of Family Office
& Wealth Services - Melbourne
Telephone: 61 3 9207 3000
SYDNEY
Jason Swan
Senior Client Adviser - Sydney
Telephone: 61 2 9224 7600
PERTH
Julian Butler
Head of Family Office
& Wealth Services - Perth
Telephone: 61 8 9230 7700