One Page Client Report

Clients are often confused by the myriad of entities - companies, trusts, superannuation funds, partnerships and individuals - which own their wealth and generate their income. Presenting them with a raft of reports can be more confusing than helpful. Clients often prefer a simplified report to help them understand the overall financial performance of all entities.

To assist firms in providing clients with this summarised information, Smithink has developed a One Page Client Report Excel Template (you need to have Microsoft Office 2007 or later) that combines all data onto a single easy to read page. Charts are automatically calculated, no fuss.

The report is broken into sections comprising INCOME, WEALTH and TAXES. For Smithink members this is complimentary, or $375 (inc GST) for if you are not a member firm. Existing users can contact us for a code to purchase the new version at a discount.

Click here to review the example report.

To download the Excel file for your use, click here.

If you have any issues with the files, please contact andrea.ives@smithink.com.