Portfolio administration and referrals.
Walch In Practice administers client share portfolios through Praemium, with optimised capital gains tax processing, and prepares lender-ready financial information for clients in Brighton and Melbourne. Where a matter needs a specialist, the firm introduces licensed finance brokers, registered liquidators and other trusted professionals and stays involved as your first point of contact.
Praemium portfolio administration with CGT optimisation, lender-ready information, insolvency advice, and specialist referrals.
Ask for a referralShare portfolio administration
We administer client share portfolios using Praemium's portfolio management system, with optimised capital gains tax processing to help maximise after-tax returns. Existing clients can access their portfolio through the Praemium Portal.
Finance
We help you prepare lender-ready financial information, from up-to-date accounts to cash flow forecasts, and can introduce you to licensed finance brokers where lending advice or assistance is required, with the benefit of an accountant's view of your overall position.
Insolvency and reconstruction
If a business reaches the point where winding up, administration, or reconstruction is on the table, we advise on corporate and personal insolvency and work with registered liquidators and insolvency practitioners to maximise returns to stakeholders.
Professional network
Where a matter needs a specialist, we can put you in touch with financial planners, auditors, corporate advisers, liquidators, stockbrokers, lawyers, and other trusted professionals, and stay involved as your first point of contact.
Also under our roof: taxation & accounting, xero, bookkeeping & payroll, corporate & asic, superannuation & smsf, audit & assurance, business advisory, and estate & succession. See all services →