In a market where investment returns are under pressure and member returns are paramount, benchmarking and portfolio performance reporting is more crucial than ever
Building on Australian and global benchmarks from leading providers with our unique tax expertise, GBST's solution transforms pre-tax benchmarks and portfolio results into post-tax benchmarks and portfolio outcomes. This ensures your reporting considers the benefit of the franking credit uplift and the impact of Capital Gains Tax (CGT), both on a realised and unrealised basis, for complete transparency. Our After-Tax Benchmarking and Analytics service provides funds with detailed and accurate insight into the performance of your investment managers. It also supports a ‘whole of fund’ view of tax optimisation enabling you to deliver tax-aware, improved member outcomes. This enables you to lead the industry and ensure that your members know the value that your fund and managers are adding through optimal tax management processes and expertise.
Utilising our sophisticated performance and reporting engine, we work with leaders in the index space to provide the foundations of our After-Tax Benchmark and Analytics service, including:
Transparent after-tax insights
The solution facilities: