RM Capital Portfolio Administration is an on-line portfolio management service for accountants and financial advisers. It has superior virtual wrap functionality and accountant-strength tax reporting, it’s delivered for a flat annual fee and it’s badged under your name. With sophisticated CGT processing at its core the Premium Portfolio Service makes it simple to ensure after-tax returns on your client’s shares are maximised.

We recognise that clients have unique financial needs and our core purpose is to provide personalised solutions that best address those needs.

Using sophisticated investment analysis tools and a team of highly experienced specialists, we will help you to develop a customised strategy built around your financial goals, chosen time frame and tolerance for risk.

In formulating your personal plan, RM Capital will:

• Help you define your objectives
• Review your current situation
• Choose appropriate investments
• Assess the need for gearing
• Review superannuation arrangements
• Address tax planning issues
• Identify estate planning issues