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Introduction

HOLST is committed to providing both existing and prospective clients with a broad range of financial and investment research and advice. HOLST Advisers are focused on creating wealth for clients. In achieving this they provide bespoke tailored advice in a broad range of areas using both in-house and external research and best of breed products and services. This research and advice covers the following areas:

Equities (Australian and select overseas markets)
Cash Management
Fixed Interest
Financial Planning
Retirement Planning
Managed Investments
Margin Lending
Derivatives (Options & Warrants)
Portfolio Management
Superannuation

Our ongoing commitment is to provide our clients with a full range of investment advisory services of superior quality, creativity and value. If you would like further information about the services offered by HOLST please contact us at holst@holst.com.au or call your HOLST Adviser on +61 3 9282 8111.

HOLST Portfolio Advantage

HOLST Portfolio Advantage is a comprehensive portfolio administration service that will considerably reduce the amount of time and effort that is required to maintain and administer your Clients' investment portfolio.

HOLST will receive, sort and file all of the investment portfolio mail and send this to your Client on an annual basis. This information will be sent to your Client with the annual Taxation Reports. HOLST will also maintain the Capital Gains Tax ('CGT') cost base of your Clients' investments including all transactions (i.e. buys and sells) and other corporate activities (i.e. takeovers and demergers) that relate to your investment portfolio.

Click here to learn more about HOLST Portfolio Advantage.

HOLST Portfolio⁺ Service

The HOLST Portfolio⁺ Service has been designed to help reduce the time you spend on the ongoing management of your investment portfolio. The service provides comprehensive Capital Gains Tax reporting as well as daily, quarterly and annual investment reporting. The service identifies, records, calculates and reconciles your investment transactions including investment income and corporate actions (i.e. demergers and takeovers).

Click here to learn more about HOLST Portfolio⁺ Service.

If you would like further information about the HOLST Portfolio+ Service please contact us at portfolio@holst.com.au or call a HOLST Adviser on +61 3 9282 8111.