This is part of the EWK client communication system to connect with clients in a safe location via our website to meet all fact find and information requirements.
The website vault and updated portfolio status provides clients with access to the following:
- SMSF investments.
- Portfolio valuations – current and past.
- All bank transactions since inception without needing to go to bank records.
- Records of their member accounts, what is taxable and tax free.
- What superannuation funds are in accumulation and/ or pension phase.
- Minimum required drawings of pensions and ongoing drawings.
- Contributions made and their categories.
EWK produces updated portfolio reports
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- Quarterly reports on portfolios, movements each quarter, including incoming contributions and any drawings.
The EWK in-house newsletter reviews investment markets over the previous 3 months and explains expectations for next 3 months, with additional articles on the market.
Our focus is providing meaningful updates that provide perspectives on the markets and on any matters relevant to clients and or their families and friends.
The vault and updated status reports provide clients with access to the information they may need and keeps EWK in contact with clients as means of updating information.