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New estate planning platform launched
Lucie Beaman
By Lucie Beaman
Estate Planning Professionals of Australia (EPP) has introduced a new platform into the market that aims to combat administration issues for estate planning with reduced costs for advisers.
The group says while Assetracker is not an investor directed portfolio service (IDPS), it will provide the same service as a wrap or master trust at a substantially cheaper rate than other platforms. Shares and managed funds are updated daily, and the service can be used in lieu of an IDPS or in conjunction with another IDPS service.
EPP director Jack Houwing says the services are aimed at overcoming “the onerous recording costs involved with estates”, and in particular the issues associated with capital gains tax (CGT).
“A cost effective recording and asset administration service is an essential part of estate planning,” Houwing says.
All asset classes are included in the Assetracker service, including listed equities, unlisted managed funds, private investments, investment property and fixed interest investments, Houwing says.
Assetracker also includes transaction reports, portfolio valuation reports, realised and unrealised CGT reports, income and investment performance reports, and online tax planning.
10 February 2004
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