Scenario planning
With greater control over your clients' tax position, you can easily deliver sophisticated tax planning to help your clients achieve the best outcome.
Analysis can be carried out to assess your clients' current tax position, the impacts of a full or partial sale of assets, and there are a number of 'what if' scenarios that you can use, including:
- Selling proportionally across all funds
- Selling assets manually, by money or units
- Selling to reach a capital gain target
- Selling assets to reach a specific value.
Once produced, all CGT reports can be kept in your client records and will be saved for future use.