BENEFITS OF USING PPA
PPA undertakes the
processing of your investment correspondence and the on-going administration of
your investment portfolio and provides you with easily understandable quarterly
cumulative portfolio reports balanced to a bank or other like account. The resulting
benefits for you are:
- Your paperwork and banking
tasks are minimised,
- We on-forward to you or your
investment adviser only correspondence requiring an investment decision,
- You receive quarterly
portfolio reports reconciled to your bank account (or other like account),
- You access to your reports
on-line. We update your reports to our website on a weekly basis,
- Our reports provide you with
the historical information to monitor the performance of your investment
portfolio,
- The final quarterly portfolio
report for the year suffices as the annual accounts for self-managed
superannuation funds,
- You receive an annual
organised source document file for your record,
- The reports and document file
greatly simplify your income tax return preparation,
- There is a continuity of
administration and reporting in the event that you are away or become ill
or incapacitated and are unable to attend to your affairs, and
- In the event of your death
there is a continuity of administration and reporting and PPA will
facilitate the transfer of your portfolio as part of your estate to your
nominated beneficiaries as instructed by your executor.