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Borderfolio for Advisors reviews portfolios against the rules of the country your clients live in.

  • Suggested for youCanadaRRSP, ACB, T1135 and departure tax
  • Suggested for youUnited KingdomISA and SIPP, reporting funds and leaving the UK
  • Suggested for youUS persons abroadPFICs, FBAR and two cost bases
  • Suggested for youAustraliaSuper and SMSF, franking credits and leaving Australia
  • Suggested for youNew ZealandOffshore ETFs, the FIF rules and PIEs
  • Suggested for youEuropeDividend withholding in six countries, from the PEA to the ISK and pillar 3a

Advising clients elsewhere? Choose the country they live in or invest from, or write to us.

BorderfolioFOR ADVISORS

Portfolio intelligence for independent advisers and boutique wealth firms: consolidated client portfolios, cross-border analysis with stated assumptions, and reviews prepared to the standard of the advice behind them.

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