Tax-aware investment decisions that improve after-tax outcomes for members? That’s Tax Analyser.
A digital platform helping superannuation funds improve after-tax member returns by embedding tax awareness directly into the investment decision-making process.
Tax-aware investing, applied at the point decisions are made.
Tax Analyser provides investment managers, trustees and custodians with reliable, compliant tax insight at the point of trading, enabling better investment decisions and improved after-tax outcomes across the whole fund.
- Improved after‑tax member outcomes
- Real‑time tax insight at point of trade
- Whole‑of‑fund approach to tax optimisation
What does it do?
Embedding tax awareness into the investment process.
Tax Analyser enables funds and investment managers to understand the tax impact of proposed trades before execution, reducing unintended tax outcomes and supporting more informed portfolio decisions.
Tax-aware trade analysis
Analyse the tax implications of proposed trades before execution, helping investment managers make better-informed decisions at the point of trade.
Whole-of-fund tax view
Establishes a whole-of-fund view of tax outcomes, measuring the after-tax contribution of each investment manager to overall fund performance.
Capital gains and franking insight
Enable clients to complete simple tasks and requests digitally, reducing friction and freeing advisers to focus on higher-value conversations.
‘Source of truth’ tax data
Daily custodian data feeds underpin compliant, reliable tax calculations, giving all stakeholders confidence in the information used to support decisions.
Auditable decision trail
All proposed trades and associated tax outcomes are recorded, providing transparency and auditability for trustees and asset owners.
Secure investment manager access
Investment managers can analyse proposed trades without exposing investment intent to other parties, maintaining commercial and operational safeguards.
Built for regulated investment environments.
Enterprise technology designed for tax-aware investing.
Tax Analyser is a secure, automated platform underpinned by a sophisticated tax calculation engine, designed to handle the complexity of Australian investment tax within live portfolio environments.
- Compliant with Australian income tax requirements
- Secure, role-based access controls
- Integrates with existing custodian and investment workflows
Operationalised Tax Intelligence for Investment and Reporting Workflows
Introducing Post-Trade Tax Analyser
Turn complex post-trade tax reporting into a strategic advantage. Post-Trade Tax Analyser empowers custodians, super funds and investment managers to automate tax calculations, strengthen governance and deliver accurate, audit-ready reporting with greater efficiency and confidence.
- Streamline 45-Day Rule assessments and franking credit reporting with automated, ATO-aligned calculations.
- Enhance transparency and control with secure, role-based access, comprehensive audit trails and consistent reporting processes.
- Connect with existing custodian and investment workflows to improve efficiency, minimise manual intervention and support scalable operations.
Working in Harmony
Tax optimisation as part of the broader GBST ecosystem.
Tax Analyser works alongside GBST platforms and data sources to support joined-up investment, administration and governance across superannuation environments.
Improve after-tax outcomes where investment decisions are made.
See how Tax Analyser helps superannuation funds embed tax awareness directly into the investment process.