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.
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Bonsante Associates - Australian Financial Services Licence: 486685
Bonsante Private Wealth Pty Ltd (Corporate Authorised Representative (No. 1244091))
of SIRA Group Pty Ltd ABN 15 106 922 641 AFSL No. 278423