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PLEASE NOTE

  • Portfolio Changes

Where you are notified via a research communique, that we are making changes to your investment portfolio, there will be a period of approximately 10 business days where the online portfolio valuation may not include the value of the transactions in progress until they are confirmed and settled.

 

  • End of Financial Year

Please note that during July each year your portfolio balance may temporarily be lower than expected.  This is generally due to timing differences, where fund managers have adjusted their official unit prices to reflect the distribution which has been paid at 30 June but this distribution has not yet been received and uploaded to Xplan.  By the end of July, it is expected that the majority of distributions will have been received and uploaded to Xplan.