Profit & Loss Report
Profit & Loss (P&L) reports are available exclusively upon request for clients who have invested in precious metals.
Each report provides a detailed summary of acquisition prices, current market valuations, and the resulting unrealised gains or losses. Both percentage returns and total dollar movements are clearly outlined to ensure full transparency of portfolio performance.
These reports are intended solely to assist clients in tracking the profit or loss of their investment holdings.
They are not designed to replace formal accounting documents, audited financial statements, or taxation records.
This service is available to individuals, corporate entities, and Self-Managed Superannuation Funds (SMSFs) who require general insight into the performance of their investments for personal reference or preliminary review purposes.
Reports are not issued automatically and must be formally requested. Upon receipt of a request and payment has been received, a report will be prepared for the specified reporting period, based on the best available market data at the time of preparation.
Disclaimer:
This Profit & Loss report is provided for informational purposes only. It is not intended to replace formal accounting, financial, or taxation documents. Clients should obtain independent advice for any matters requiring certified financial reporting or compliance under Australian law.
