Portfolio management and referrals.
Portfolio management through Praemium, capital gains tax reporting, and introductions to trusted specialists.
Portfolio management through Praemium
Praemium is an ASX-listed Australian investment platform used by accountants, financial advisers and SMSF administrators to administer, value and report on investment portfolios in one place.
We manage client share portfolios through Praemium, including the capital gains tax processing. We have a direct gateway into the platform for our clients, and Greg looks after many of our Praemium accounts himself. You can see your holdings, transactions and reports at any time through the Praemium Portal.
What we look after
- Portfolio management, capital gains reporting and the records behind your investments
- Financial statements, management information and tax records for a business or investment decision
- The accounting and tax picture when a business needs restructuring or insolvency support
What working with us looks like
We bring the numbers together first, so you can see the whole picture and know what needs attention. Greg, George and the team stay close to the tax and accounting work while a decision is taking shape, and your portfolio records remain connected to the rest of your affairs.
Where you need financial product advice, we work with your advisers and can recommend someone from our network. With our network, we can complete the work you need without you having to be the person in the middle. For other specialist work, we make the introduction and stay your first point of contact.
A principal is always across your file: Greg Walch, Managing Director, and George Walch, Client Director. Meet the team
Common questions
How do you manage share portfolios?
Through Praemium. We keep the income, capital gains and tax records behind the portfolio in order, and you can see your portfolio through the Praemium client portal.
What if I need a specialist?
Yes. Our trusted network gives you a good place to start when you need another professional. We make the introduction, keep the accounting and tax work moving, and stay in the loop so you have one team that knows the whole picture.
Can you help when I need a specialist for my business?
Yes. We start with the numbers and the accounting work that needs to be clear, then introduce someone from our trusted network where another specialist is needed. You still have our team as a familiar point of contact while the work moves forward.
What can you do if my business cannot pay its debts?
We can help bring the accounting and tax picture together, including the records a specialist may need. If the matter needs more hands, we make the introduction through our trusted network and stay close to the work from there.
Speak with our team.
Whether you are starting out, growing, or simply want your tax and compliance handled properly, contact us directly. Initial conversations are obligation free.