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Products and Services Our advisers provide knowledge, guidance, diligence and care to your investment portfolio, which is why you should choose GILLONs for your stock broking needs. Portfolio Administration Service...Ckick here for our brochure The Gillon Securities Portfolio Administration Service has been developed for an investor who wants control over their investments with the added benefit of your advisor’s team doing all the legwork. Our Portfolio system is designed with optimised CGT processing at its core. However, in addition to improving after tax performance, the Gillon Securities system delivers the following additional benefits: - Proactive CGT Management – our administration team is able to manage your CGT affairs throughout the year, tax planning can be implemented prior to June 30th.
- The Portfolio Administration System enables Gillon Securities to keep on top of your investments – by accurately monitoring your portfolio and stock performance – compare the performance of managed funds, listed equities and direct investments in a mathematically correct manner.
- Detailed and sophisticated corporate action database.
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