Taxation

CGT Modelling & Analysis

A highly sophisticated Capital Gains Tax engine is accessible from all relevant areas within the system, allowing any potential CGT position to be viewed in conjunction with available YTD allowances and realised CGT in the current year.

Income Reporting

Symphony offers bulk income processing across a wide variety of instruments, including bank interest, equities, collectives including equalisation and accumulation units, non distributor funds, REITS, etc. This data is consolidated into a detailed reporting package enabling easy completion of tax returns by clients who are able to cross reference the data output to the tax return forms.