Accounting and Financial planning
Tax and Super Direct
Insurance, Superannuation, Accountant
We specialise in Tax and Superannuation, assisting individuals, small businesses, investors and retirees effectively integrate their tax compliance with advanced tax planning, superannuation, asset protection, investment management and estate planning strategies to help you make the most of your financial position.
Each of our advisers is uniquely qualified in tax, accounting, financial planning and law (Legal Practitioner, CPA, Chartered Tax Adviser, SMSF Specialist Advisor, Registered Tax Agent). This takes away the need for you to seek assistance separately from an accountant and financial planner on tax and financial advice matters.
We are a pure fee for service firm. We do not accept commissions. Any commissions received, including on risk insurance policies, will be rebated to you.
Our services include:
> Tax & Accounting - including individuals, partnerships, companies and Trusts.
> SMSF Set Up & Administration
Financial planning, incorporating:
> Superannuation structures and management
> Defined Benefit Schemes
> Estate planning.
> Superannuation specialists - we advise on all fund types and structures not just SMSFs (i.e. Industry, Retail, Defined Benefit and Corporate Super Funds).
> Professional competence and care - We maintain strict professional and ethical standards. This is a reflection of our advisors' educational background and professional affiliations.
> Independent advice - your interests are in our best interests. We will not have a direct or indirect financial interest in the products we may recommend.
> Clear and transparent fee structure - Our fees are based on the services you receive. We will typically charge a fixed fee for advice and/or services provided. However, an hourly fee may be quoted in some instances, subject to the nature and complexity advice and/or services required.
Contact us for a free Initial Review meeting today.
, Estate Planning
, Financial Planner
, Tax Planning
, Tax Returns