Personal Services

 

Accounting and Taxation

Whilst minimising tax for our business and personal clients is a focus, we want to ensure that it’s also tied into their objectives moving forward.

As an example if a client has finance needs in the near future then part of our tax planning strategy is to possibly pay more tax and show a stronger servicing position for finance approval.

Therefore our advice is tailored made to one’s personal and business life. It’s about knowing you, looking ahead and learning from the past.

Our accounting services are about keeping you compliant, working within the boundaries to get you to the optimal outcome.

We help you with:

  • Income tax returns
  • Preparation of annual and interim financial statements
  • Corporate affairs including all of changes and updates to ASIC.
  • Business set up and registration
  • Attending to statutory requirements (payroll tax and workers comp.)
  • Bookkeeping
  • Implementing appropriate structures

Financial Planning

Our focus in financial planning is to ensure we understand you and know the experiences that have shaped you.

This will be a key foundation to building the strategies required to look after you and your family.

We help and encourage our clients to achieve a “way of living” not rather than wait for retirement. The mind never retires! So let's start living the way you want.

We advise on:

  • Cash-flow management
  • Estate planning
  • Superannuation
  • Investing
  • Protection through insurance
  • Mortgages and Debt
  • Keeping you accountable

Self-Managed Super Funds

SMSF’s are a rapidly growing space. Our focus is to ensure first and foremost that it is appropriate and cost effective for you. We don’t want the emotion of control or property alone to sway you to set up a fund if it’s not ideal for you.

Once we have together identified it’s a good option, we will set up the fund and help you right through the process to your investment options.

Through the year we will ensure you stay compliant ad do everything you need to do through our specialist advice.

We do this by:

  • Setting super funds along with investment strategies
  • Annual accounting and Audit
  • Financial Planning Advice
  • Keeping trust deeds up to date.
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Find us

Unit 9, 86 Henry Street
Penrith NSW 2750

Phone: (02) 4732 6555
Fax: (02) 4732 4408

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