Compliance

Bonsante Private Wealth works alongside Bonsante Associates in ensuring all of the relevant reporting and compliance requirements of your investment and super fund portfolios are attended to as needed.

All of the record keeping and transaction history for your portfolio is captured directly by us and fed through to our accounting division to ensure the seamless treatment of your super fund and investment portfolios tax and accounting requirements.

No more chasing of dividends slips, bank statements, and share buy/sell contract notes – we track and record all of this information for you.