A new method for loading wraps and platform assets is to be made available in superMate next week. This option will enable you to get all the details of assets and tax parcels automatically loaded into superMate without any extra work.
Previously, the Detailed Platform Asset method was the only method to load asset and revenue transaction details. In the 17th December release of superMate, you will have another option. If you choose the new Tax Parcel method, there is no need to create a specific platform account as the system will use the standard security accounts in the chart; tax parcels will be tracked under the relevant investment accounts; and capital gains and market movement details will be recorded automatically within superMate. If the load file contains a security that does not exist in your chart, an asset and revenue account will be added to your master chart.
For more information on this topic, please refer to the release notes that will be available in superMate from the welcome screen on Monday.
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