Portfolio Management

Hewison Private Wealth proprietary portfolio administration gives our clients the ability to track their investments and performance in real time and easily manage all aspects of their financial affairs. Our fully functional software, which we have developed and refined since 1992, enables us to provide highly strategic recommendations, but most importantly gives us the capability to then implement and manage these strategies internally rather than outsourcing to a wrap or master trust providers. It’s another way that we remain truly independent for the benefit of our clients.

Our unique software allows us to deliver a first class service by removing a third party from the wealth management and removes the external layer of fees that wrap accounts or master trust providers would charge the client.

Hewison Private Wealth' portfolio management service includes:

• Paper work management - we become the mailing address for your investments
• Cashflow and taxation management
• Portfolio monitoring
• Rebalancing
• Filing of all documents and maintaining tax files
• Depositing and monitoring dividends
• Daily account balancing
• Arranging fund transfers and payments
• Providing a single point of contact for all transactions
• Providing advice on rights issues and corporate actions
• Maintaining asset registers for CGT purposes
• Liaising with accountants and providing tax information for the preparation of tax returns
• Generating super fund PAYG statements and lodging them with the Tax Office
• Organising and monitoring superannuation pension payments