Tax Services
Turn Losses into Tax Savings.
Systematic tax-loss harvesting that offsets capital gains, reduces tax liability, and keeps your portfolio allocation intact.
Schedule a ConsultationWhy Tax-Loss Harvesting
Make Market Dips Work for You
Tax-loss harvesting involves selling investments at a loss to offset capital gains tax. When done strategically, it can save significant taxes without materially affecting your portfolio's risk-return profile. Zenflow executes this systematically across your portfolio.
Our Approach
Disciplined Harvesting Strategy
Continuous Monitoring
Automated tracking of unrealised losses across your portfolio for harvesting opportunities.
Wash Sale Avoidance
Careful timing to avoid wash sale implications while maintaining market exposure.
Portfolio Rebalancing
Use harvesting events as opportunities to rebalance towards target allocation.
Annual Tax Savings
Quantified tax savings from harvesting activities tracked and reported.
Our Process
How Tax-Loss Harvesting Works
Portfolio Scan
Identify positions with unrealised losses eligible for harvesting.
Offset Analysis
Match losses against realised gains for optimal tax offset.
Execution
Sell loss-making positions and reinvest in similar assets to maintain exposure.
Tax Reporting
Document all transactions for accurate capital gains tax filing.
Why Zenflow
Systematic Harvesting
Year-Round Execution
We harvest throughout the year — not just at year-end — capturing more opportunities.
Portfolio Integrity
Harvesting is executed without disrupting your target asset allocation.
Clear Reporting
Transparent reporting of tax savings generated from harvesting activities.
Start saving with tax-loss harvesting
Systematic harvesting that turns market volatility into tax savings.
Schedule a Consultation