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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.  Both Projected and Actual reports are available. 

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.

SHAREMAN can read market values downloaded from a variety of online service providers.

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info@trimar.com.au

ABN: 87 003 654 028