Quarterly newsletter
Synergy provides you with a newsletter each quarter, highlighting key market events and information.
Looking after your investments
Your Synergy portfolio is regularly reviewed and rebalanced to keep the portfolio in line with its target
Convenience and peace of mind
With Synergy you will have the peace of mind that your investments are being looked after. The Synergy team takes care of rebalancing your portfolio when it needs it and will undertake all the buying and selling of investments.
We will provide you with regular reporting so you can keep up to date with how your investment portfolio is performing. You will also have online access to view your portfolio at any time.
Reports and information
Performance and custody reports
Quarterly and annual reports that detail your holdings, transactions and fees as well as twice yearly independent verification of your holdings from the custodian.
Tax reports
Portfolio tax reports for each financial year.
How often will I hear from Consilium about my Synergy portfolio?
You will hear from us at least each quarter as per the schedule below. We present information about your portfolio in an easy to read, consistent and reliable way. You also have online access to your portfolio at any time.
- Custody reporting - The custodian will report on your holdings, transactions, income and fees for the previous six months.
- Quarterly reporting & market commentary - Details of your holdings, transactions and fees for the previous quarter, along with our quarterly newsletter.
- Annual reporting & market commentary - Details of your holdings, transactions and fees for the previous 12 months. Also included is a breakdown of your current asset allocation and details of your target asset allocation. Performance for the 12 months period is provided for your portfolio and for each of the individual investments.
- Tax reporting - Portfolio tax information to help in the preparation of your annual tax return. Some tax is deducted from your portfolio and some tax may be payable outside of the portfolio. Talk to your tax adviser for more information.
Have a question?
Contact your adviser today or view our frequently asked questions.
Frequently Asked Questions