Personal Services

We give you peace of mind. When your financial house is in good hands, you can feel confident and relaxed – spending time with the people that matter most to you, pursuing the activities you enjoy most.

Tax Preparation & Advice

Our team of taxation experts provide trusted advice and careful planning to build prosperity, security and confidence for individuals and businesses. Our services Include:

  • Preparation and lodgement of Income Tax Returns for all forms of business and individuals
  • Advice and assistance for effective Capital Gains Tax (CGT) and Fringe Benefit Tax (FBT) planning
  • Support and advice in regards to Business Activity Statement (BAS) and Goods & Services Tax (GST) compliance
  • Effective taxation advice and planning to legitimately minimise your overall tax liability
  • Property & Land Tax advice
  • An understanding international taxation obligations
  • Discounted returns for students & U21’s

SMSF

With our experience, Trustees can access the detailed advice they need to obtain maximum advantage from their SMSF. Our expertise allows you to unpack the jargon and get simple, easy-to-understand information to help you make pro-active decisions. We offer a full range of SMSF services, including:

  • Establishment of SMSF
  • Ongoing administration
  • Fund accounting & taxation services
  • Ensuring compliance requirements are met

Financial Planning

Our trusted advisors can help you to get your entire financial house in perfect order. We can provide or facilitate the following services:

  • Financial Road Map ®
  • Financial Goal Setting and Achievement
  • Superannuation
  • Investments
  • Personal Insurances (Life, TPD, Trauma, Income Protection)
  • General Insurance
  • Key Person Insurance
  • Business Expenses Insurance
  • Estate Planning
  • Cashflow Management
  • Aged Care
  • Intergenerational Advice
  • Finance
  • Mortgages
  • Family Trusts
  • Ongoing advice packages

peace of mind