With the industry increasingly focused on tax-aware investing, our After-Tax Benchmarks and Analytics service ensures your fund has a detailed and accurate insight into the performance of your investment managers.
Building on Australian and global benchmarks from leading providers with our unique tax expertise, our service turns pre-tax benchmarks and portfolio results into post-tax benchmarks and portfolio outcomes.
This ensures your reporting considers both the benefit of the franking credit uplift and the impact of Capital Gains Tax (CGT), both on a realised and unrealised basis, for full transparency.
Our service is completely bespoke, with the rules-based calculation engine supports variations to standard industry indices or custom calculations. You can also define local and global indices, portfolio parameters and report frequency to suit your requirements.
Choosing our service for both benchmarking and analytics ensures the same methodology is applied across both. If you already use an analytics provider, we can provide benchmarks as a standalone service.
Our service will do the following for your fund:
We work with leaders in the index space to provide the foundations of our After-Tax Benchmark and Analytics service, including Standard & Poor, MSCI and Warakirri Asset Management.
Streamlined tax reporting with real-time collaboration between superannuation funds, investment trusts, custodians and tax advisers using our TaxIntell digital platform
Our Tax Analyser platform helps superannuation funds improve after-tax returns for members by optimising tax in the investment process