View Investment Reports and update your Personal Details
View all your contact details and real-time investment reports for your SMSF or Investment Entity.
Storage of all your past taxation returns, financial statements, trust deeds and other important documents. You can access documents or add documents for electronic storage simply by using your log-in details.
Tax and Accounts Checklist
Any enquires of yearly transactions on your portfolio's financial statements or investments are accessible to allow easy enquiry of any outstanding information, located at one on-line or taxation source documents for electronic storage until you are ready for Quantum to complete your tax return.
Quantum Cloud Manual(View PDF Version)
Enter your User name and Password as per your invitation email.
Click and the Quantum Tax and/or Quantum Funds tab on the top line and you are in the Cloud.
If you haven’t received an invitation and would like access, please contact Quantum office 02 8823 5222 or email firstname.lastname@example.org.
Quantum Cloud provides you access to your investment reports for your SMSF or investment vehicle. The reports are produced from live data and can be viewed in real-time 24/7. The following investment reports are available to view on screen or in PDF format which can also be printed:
- Investment Snapshot - Real-time holdings by market segment and pie-chart.
- Investment Valuation - Real-time asset valuation for each asset held.
- Asset Allocation - Real-time valuation of assets by asset allocation.
- Asset Strategy - Comparison of real-time asset allocation to trustee's investment strategy.
To access the reports, click on Client Portfolios on the left side navigation bar. Select the Portfolio by clicking on the relevant portfolio name and you will find each report listed on the left side navigation bar titled Investment Reports.