Managing investment portfolios workbook

Our attendees keep telling us again and again. But I understand that you may still be a little sceptical. I'm completely positive you'll be astounded, even on your very first day. But I still want to make it as comfortable, pleasurable and profitable for you.

Managing investment portfolios workbook

When it comes to tax time reporting functionality is perfect; especially the capital gains report. The program is easy to use and the report feature ensures I have everything I need for my Accountant at the end of the year.

Also, the level of support from MAUS is always exceptional! Managing my SMSF so easy. Like many Australians, I have become involved in online investment through e-trade platforms in my case Commsec and I use e-Tax for submitting my ATO tax return.

I also track my investment expenditure and income activities in the MAUS Cash Accounts and the way dividends are integrated is particularly useful. I used the Data Downloader by downloading Commsec Excel files on a weekly basis to update movements in share prices etc but this can also be arranged automatically through MAUS for a very reasonable fee.

For a number of years my tax affairs were conducted through an accountant and the MAUS reporting print-outs provided accurate data within a few minutes. I have used the MAUS technical support service about six or seven times over the years and the quality of advice was timely, personal and effective.

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I also like the fact that I can ring up for support and talk to a real person. It beats using an excel spreadsheet! I find it excellent for maintaining my stock portfolio. It has all the functionality for taxation and administration purposes. I find it exceptionally good because its easy to install, and the built in reports are quick and easy to run, and extremely helpful at tax time.

MAUS promotes good record keeping which significantly helps to minimise my accountancy costs. I go straight to the accountant with it during tax time.

Excellent for your shared market record keeping! Over the years it has had great features included and it is also user friendly.

The updates of stocks work with no trouble, making the product good to use. A valuable program for any person owning shares.

The technical support team were tireless in their efforts to solve my issues over a couple of days. Thanks to them and MAUS for providing help when it really counts. Thanks to the MAUS team. The technician was very patient and most helpful with all my problems not just the instillation.

I love the user friendly features, great reports and I find it so good for our tax at EOY. The new version 14 was installed and it meets all my expectations. Assistance with the installation was offered and provided very professionally by your Technical manager, who could not have been more helpful.

I also purchased the new version A few week later I received a call from one of the girls who advised that as I had recently purchased There were some minor issues and once again MAUS provided exceptional customer service.

I have always found the service provided by the whole tech support team at MAUS to be exceptional.

Managing investment portfolios workbook

Congratulations and well done to the whole team at MAUS. His help in fitting the system to my computer was exemplary, and his patience in my hamfisted attempts to follow his instructions was first class. I have used versions of Stockmarket plus for many years, my accountant now uses it for his clients, and I will be using it for many years to come, Very well done, MAUS.

They are first class in their attitude and ability. You are supporting a great product in Stockmarket Plus.

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We give you 5 stars in every respect! Well done and thank you indeed. They understand exactly what the problems are and answers are clear and easy to follow.

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Managing investment portfolios workbook

MAUS Stockmarket Plus is an easy to use Portfolio Management software for share trading, property investment and SMSF in Australia. Create Your Financial Future. Set realistic financial goals and put them into action with the help of a CERTIFIED FINANCIAL PLANNER™ professional who is a .

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