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Sydney, Australia Office Head Office

Level 24, 259 George Street
Sydney
NSW
AU

London, UK Office

8th Floor, Linen Court, 10 East Road,
London
GB

New York, USA Office

20th Floor 222 Broadway
New York
NY
US

Telephone

+61 2 9005 0915

Contact

Dana Danieli
[email protected]

Tax Analyser

Digital platform helping superannuation funds improve after-tax returns for members by optimising tax in the investment process

Improve after-tax returns

Tax Analyser is a web-based tool that builds tax decisions right into the investment process – helping superannuation fund managers understand the after-tax impact of investment decisions in real time without having to understand the complexity of the tax rules.

Using a sophisticated post-trade analytics engine, Tax Analyser examines the fund level tax implication (CGT and Franking credits) on a proposed trade on a pre-trade basis, and measures the after-tax performance contribution of each manager.

Easy-to-read and interpret benchmark reports provide accurate measurements of post-trade, after-tax portfolio value.

Tax-aware investing

By aligning the benchmark with their clients’ measurement criteria, superannuation fund managers are able to ensure they are focusing on each individual’s desired investment outcomes. With this kind of tax-aware approach, fund managers are able to improve the real return on investment for their clients.

Fund managers are also able to record why they did or didn’t make a particular investment decision – improving transparency of performance by giving super funds access to thought processes and ensuring that best practice standards have been adopted.

Rules-based configuration

Built using a rules-based infrastructure, GBST’s tax engine can handle any complexity of investment tax. That means we can shape a solution to suit the needs of each fund’s specific aims and goals while also making it easy for fund managers to deliver the results that fit their clients’ investment strategies.

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