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What is your expertise in handling shares and cryptocurrencies?

Our expertise in various asset classes, including shares, managed funds, index funds, and cryptocurrencies, is the cornerstone of our services. We possess an in-depth knowledge of the regulatory landscape and the ever-evolving world of cryptocurrencies and blockchain technology. Additionally, we have a deep understanding of various share transactions, ranging from standard activities such as dividends and dividend reinvestment plans (DRP) treatment to more complex transactions like share buybacks and their impact on the cost base for dividend reinvestment plans (DRP).
Furthermore, we provide guidance to clients on various ownership structures, such as Discretionary Family Trusts and company structures, especially when managing large portfolios. Our expertise is designed to ensure that you receive comprehensive support and insights across a broad spectrum of financial assets, allowing you to make informed decisions and optimize your investments.