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Reporting and Administration

 

Our reporting, administration and compliance services are tailored to compliment your existing service providers, assets and requirements and supports various other EWM Group services.

Our Investment Reporting and administration services is a key component of our Investment Asset and Wealth management services supports all of your investment and asset requirement.  Reports can be tailored to be delivered in hard copy, on line and a frequency required by you.  It is structured to be delivered on a consolidated basis, by asset or by entity – that’s up to you.

It also includes all areas that you would require – valuations, performance, income, expenses, taxation position, asset allocation.

How often would it take you to pull together all of this information for all of your assets now? 

EWM Group also provides a range of administration, reporting and compliance services designed to remove the burden of paperwork and ensure a professionalised, streamlined approach.  These services includes:

o   Outsourced financial controller / CFO services

o   Company Secretarial services

o   Bookkeeping and Management accounts,

o   Bill paying,  BAS, IAS services

 

Finally, a key component of this service is our Document Management platform which provides you with a central secure reference point for all of your personal, investment and financial records including trust deeds, company documents, wills and estate plans, insurance information, birth certificates, expiry dates for items such as licenses and any other important family documents or information.  

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