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Ord Minnett's Online Asset Reporting Service (OARS) is a reporting-only service delivered via the Ord Minnett website. It's suitable for clients in the earlier stages of building a portfolio or those who wish to self-administer their portfolio whilst accessing a full reporting suite. You will benefit from using this service via;
- The monitoring of your portofoilo via real time portfolio valuations
- Comprehensive end-to-end information including transaction reporting and the tracking of Capital Gains Tax liabilities
- Optimised Capital Gains Tax options
- Retaining beneficial ownership of your portfolio at all times
- Online access to portfolio-related information
- The peace of mind afforded by accurate and timely portfolio management
- Generally tax deductible fees.