We have the services to match your family’s changing needs.
Financial planning
Life is about more than money. But if you don’t have a clear idea for what you want in the future, or a plan for how to get there, you lose control of your financial future.
Having a financial plan is the most important wealth creation decision you can make. It helps you understand where you are, provides clarity around what you want your financial future to look like, and gives you a roadmap to get you there sooner and safer. It protects you against the unexpected, and gives you confidence that you’re on track to live the life you’ve always dreamed.
With expert guidance every step of the way, you’ll be able to enjoy life now, secure your family’s future and leave a legacy.
Eight ways we help you to create wealth
Establish the financial foundations to set you up for success and maximise your tax-effectiveness
We take care of the admin, so you can stay focused on your business or family
Build a financial plan which articulates your version of financial freedom and provides a roadmap showing how to get there
Use safeguards to protect your wealth such as estate planning and diversification across property, shares and superannuation
Revisit your financial plan annually to ensure it keeps pace with your changing needs, goals and lifestyle
Provide coaching and mentoring to help you navigate unforeseen challenges and ensure you make the right decisions with any important financial choices you face
Align your business and personal wealth creation activities so you get the best overall financial outcome
Build a solid financial base that will support your desired lifestyle in retirement and allow you to leave a legacy
Self-managed superannuation funds
Apart from the family home, superannuation is the largest asset that most Australians own. Its concessional tax rules also make it the most tax-effective structure to build retirement savings. It pays to speak to an expert to ensure you capitalise on the incredible opportunities super provides.
For certain people, self-managed superannuation funds (SMSFs) offer even greater advantages over standard superannuation funds. However, they are complex and can trip you up if you’re not careful. You need specialised expert advice to ensure an SMSF is suitable for your needs, and then to ensure your ongoing legal and tax obligations are met.
There are strict laws around the governing of SMSFs, and accountants now need to be licenced to offer advice.
Our SMSF Specialist Advisor has over 35 years’ experience in SMSFs.
Talk to us today to find out if an SMSF is suitable for your family’s financial situation and goals.
SMSF advice, set up and audit
Contribution planning strategies
Compliance and investment advice
Full fund administration
Annual compliance obligations including preparation of financial statements and member statements
Pension and retirement planning strategies
Individual tax returns
Our primary job is to ensure our clients don’t pay unnecessary tax. We provide strategic tax advice and services that focus on your overall wealth creation objectives rather than just your tax goals; this ensures your financial position is maximised without any unforeseen impacts.
We are experts in tax returns for property and share investors.
Estate planning.
An effective estate plan encompasses tax-effective strategies that protect and manage your assets if you die. We can provide you and your lawyer with expert knowledge to help tailor a Will that best suits your needs and those of your beneficiaries.
Planning of estate structure, superannuation and financial planning
Assistance with documentation for estate planning, wills and power of attorney
Testamentary trust advice
Estate distribution advice