https://www.platinum.com.au/mfund/pgf
- update your address,
- sign up for online access
- 3rd party authority
https://teresatranassociates.freshdesk.com/a/tickets/139061
- we found the mfund was bought on CMC
- we found the mfund is related to the CMC account (account name matches cmc account buying asx shares)
- prefill 2023 for Marco Ferracane shows mfund
- client provided sell record, no buy record
- client did not provide EOFY report.
- Client's CMC account is from ANZ trading. Hence he could provide us cmc tax report.
