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      About Uschevron down

      Full Service & Premium Stockbroker

      • Annual Reporting
      • Comprehensive Taxation Reporting
      • Dividends
      • Notifications To Share Registry
      • Trust Distributions
      General Info

      A dedicated commitment to quality services and advice for all our clients accounting, wealth creation and investment needs.

      Pritchard & Partners premium stockbroking service allows you to work closely with your adviser to identify investment opportunities as they arise, ensuring the most effective investment decisions are made to improve your portfolio's performance.

      With a dedicated portfolio account manager Pritchard & Partners will provide: Comprehensive taxation reporting. Annual reporting. Dividends. Trust distributions. Capital gains. Notifications to share registry. Corporate action notification and processing. Reporting on all investment income including tax breakdowns and franking credits.

      Fee For Performance:Your adviser operates on a fee based remuneration structure linked directly to the value of your portfolio. Therefore, there is a greater incentive for your adviser to ensure the continued performance of your portfolio.Tax Deductible Fees:Any management fees paid in respect of your portfolio would generally be tax deductible.Brokerage Fee Transactions:As part of the premium stockbroking services, you will receive 25 brokerage free transactions per year.

      Quarterly Performance Reporting:Each quarter you will receive a comprehensive report detailing all of your transactions, income, realised capital gains and losses.Half Yearly Performance Reviews:Each half year your adviser will review your portfolio with you to ensure that it continues to meet your needs and objectives.Annual Taxation Report:Each year you will receive an annual taxation report, which will help you prepare your taxation return.

      Email
      Payment method
      debit, cheque, cash
      Established
      1996
      ABN
      84 073 393 049
      Staff
      11-20
      Service Notes
      Open Monday to Friday. Appointments outside of these times are flexible - please phone to arrange
      Other Links
      Category
      Stockbrokers
      Keywords
      Accounting, Asset Management, Business Finance, Business Services, Business Syndications, Corporate Finance, Estate Planning, Finance Packages, Financial Advice, Growth Strategies, Investment, Management Accounting, Medium, Medium Size Businesses, Small, Small Size Businesses, Stockbroking, Superannuation, Taxation, Wealth Creation, Wealth Management
      FAQschevron down

      What service will you provide?

      Comprehensive taxation reporting, annual reporting, dividends, trust distributions, capital gains, notifications to share registry, corporate action notification and processing, reporting on all investment income including tax breakdowns and franking credits.


      Why should I choose Pritchard & Partners portfolio management service?

      Pritchard & Partners portfolio management service has been developed with input from clients to help them reduce their time and energies spent dealing with their investment portfolios.


      Who is it suitable for?

      This service is designed for individuals, joint arrangements, partnerships, companies, trusts and superannuation investors. It is ideal for people who could use some additional time in their busy schedule, who wish to focus more on investment and less on administration and who wants reliable, accurate and easily accessible information about their portfolios.


      Is your business registered?

      Yes, our business is registered.


      Is your team experienced?

      Yes, we have a trained, professional, and experienced team of experts.