You get all Compliance Solution plus...

Taxation Planning

Proactive review your financial performance from year to year, and after six to ten months to provide you with taxation planning advice before the end of the year. Pre year end planning is by far the most effective means of reducing tax liability, and plays a huge role in wealth creation.

Finance Assessment and Review

Are you working for money, or is money working for you?  We review your financial arrangements to make sure that what you have is right for your circumstances, at the best rates - including motor vehicle and equipment finance, bank loans, overdrafts, and other financial requirements.

Superannuation Generally

Superannuation plays a massive role in both tax planning and wealth creation, thanks to recent legislative changes. It is now possible to divert tax dollars into superannuation assets through a number of useful strategies. We will run through these with you to maximise the benefits.

Self Managed Superannuation Fund (SMSF)

We help you with superannuation fund compliance and administrative issues including tax, audit, financial reporting, keeping your fund up to date with ongoing legislative changes, Member statements, Investment strategy review, Minutes and administration, Asset revaluations, Trust deed review. In addition, we will go through the usual tax planning and accounting processes, and regularly monitor the fund so that your retirement objectives are met.

Other Services

As a client you will have unlimited advice on ad-hoc matters. Note too that phone calls and other incidental contact are included and will not be charged to you.

We encourage regular contact with you and will service your requirements with a specially selected and qualified team of taxation and accounting advisers, and finance specialists.

Our overriding philosophy is that your return should be at least 10 times the additional investment - in the form of saved interest and fees.