“It takes a great deal to impress me, but the Quarterly Service that CA provides me does just that.
I haven’t found a better, more effective way of keeping track of my investments. I have found that the Quarterly Reporting – especially considering the large number of transactions I do – has improved the accuracy and integrity of my Super Fund investments. My fund has grown because of the help and advice of CA and Quarterly Reporting on regulatory and tax issues.

The Transition to Retirement Phase was a big issue for my fund. Thanks to CA I received a lot of great advice that made the process more accurate and more informed”.

David Ellis
Head of Financial Services Equity Research
Asia-Pacific
MORNINGSTAR