A multi portfolio, investment ledger management program that has been widely accepted around Australia and installed in many accounting firms and organisations wishing to monitor and control investment
portfolios. Provision exists for recording dividend imputation, withholding tax, deferred income, dividend re-investment etc. The program produces all of the reports required for Taxation Returns. SHAREMAN
keeps a permanent and accurate historical record of all transactions in accordance with capital gains tax requirements. The program will automatically calculate assessable capital profits after indexing the
original cost and allocating appropriate bonus transactions. Both Projected and Actual reports are available. A user updated CPI table is part of the system. SHAREMAN can also be used as a RECORDING system
for a mixed portfolio of Investments, including Real Estate and other Assets. Holdings in multiple portfolios can be shown in a consolidated report. |
