As we approach the tax reporting season, we are excited to introduce a more efficient method for handling this year's tax reports. Our goal is to streamline the process and ensure that our Joint Venture partners have seamless access to the necessary documents.

To achieve this, we will be utilising SharePoint to provide links to files for your clients. This will enable you and your firm to easily access the relevant reports you need, without the hassle of your accountants sending various emails through to our team. Please note that this will include all relevant reports except for the Macquarie Wrap reports, which you currently have access to.

We understand the importance of timely access to information. Therefore, we are currently coordinating with the various vendors and expected timelines on when reports will be received. We expect most to be available in September. Rest assured, we will keep you updated on our progress and notify you as soon as the files are available for access.

This new approach is designed to save time, reduce complications, and ensure a smoother tax reporting process for everyone involved. We appreciate your cooperation and understanding as we implement these improvements and hopefully make this tax season as efficient and stress-free as possible.

Angelina Rigoli,

General Manager – Wealth