TaxIntell is the only digital tax platform designed for the Australian financial market, powering real-time interaction between Superannuation Funds, Investment Trusts, Custodians & Tax Advisers for year-round tax reporting.
TaxIntell brings together disparate data sources to streamline the preparation, analysis, review and submission of Superannuation Fund and Investment Trust tax reporting needs. The ability to drill down to source data provides a new level of transparency and auditability, enabling active monitoring and reporting of tax throughout the year.
TaxIntell reduces the latency of the tax review process by providing a secure digital platform for collaboration with stakeholders, replacing processes that are typically performed manually, communicated via email and run on spreadsheets. Reducing time spent on cleaning, reviewing and sending data frees up resource to focus on valuable tax strategy.
The platform regularly pulls data from various sources including your own records, your custodian records and your registry provider, then automatically validates, calculates and presents the results.
This provides a real-time view of tax data, so you can monitor and validate records on the go, addressing issues as they happen rather than at the year-end crunch time.
“The selection of the TaxIntell software was another example of Asset Servicing putting the customer experience first, incorporating industry leading technology to address the changing needs of their clients.”
John Comito, Executive General Manager, NAB Asset Servicing
When you’re ready to submit your tax reporting, it just takes a few clicks. Our Standard Business Reporting 2 (SBR2) framework connects TaxIntell to the Australian Tax Office platform for secure and efficient submission.
Superannuation funds can now maximise after-tax returns for their members by enabling fund managers to easily access tax information and incorporate it into their investment process. Managers are able to gain a better understanding of pre-trade tax implications using Tax Analyser, our sophisticated analytics engine and web-based tool. At the same time, superfunds are able to monitor manager behaviour and see visible results.
Customised after-tax benchmarks for superannuation funds to measure the effectiveness of each fund manager in a consistent way with post-trade tax and performance analytics solutions. As the leading Australian provider of these services, GBST Quant can also include advanced reporting off the back of the robust analytics engine