PARTNERS
Partners 
Accounting Services

We work with highly qualified accountants and tax advisers that deliver a wide range of services, including:
  • Business services
  • Tax advice
  • Tax returns
  • Consulting
The accountants and tax advisers work closely with us to ensure your tax affairs are professionally managed and your financial position is optimised – ensuring a seamless and coordinated approach.

As a client you can be confident in the advice you are being given by professionals who act in your best interests. By offering a full range of services, you will be provided seamless solutions and integrated results to meet your needs. Talk to us about:
  • Income Tax, Capital Gain Issues, Superannuation, Fringe Benefits, Negative Gearing of Property, Shares and Investments
  • Business Cashflow Management
  • Structures for Individuals, Partnerships, Trusts & Companies
  • Company formations and corporate services such as secretarial service, share issues, statutory documents and annual returns
  • Self Managed Super Fund (SMSF) setup and administration
  • Bookkeeping
  • Budgeting
  • Payroll
  • Business start-up
  • GST
The accountants and tax advisers we work with are focused on meeting the needs of small and medium businesses and individuals. By working together, we strive to create and maintain total client satisfaction through our experienced people and personalised approach.


Loan & Debt Solutions

Finance Brokers take the time, confusion and hassle out of choosing the perfect loan for your home or investments. With a seemingly endless choice of loan structures and lenders available, it is common for many people to end up with the wrong loan structure in place.

The Financial Brokers we work with are fully trained and accredited with access to more than 30 of Australia’s leading banks, building societies and lending institutions which offer over 600 loan options.

Using sophisticated software to filter, evaluate and compare the options, backed by their experience, industry knowledge and expertise, they will recommend lending options that are ideal for you, at competitive rates and with the right flexibility to meet your changing needs and future requirements.

They can help you with:
  • financing a home or investment property
  • refinancing (renovations, buy another property, go on a major holiday, invest in shares)
  • taking a home loan ‘health check’ to ensure your existing loan is still the best solution for your needs
  • self-managed superannuation fund lending

Estate Planning

Estate planning is an integral part of the financial planning process. This is an area that can be overlooked or even sometimes discounted. This can have grave consequences.

The lawyers we work with believe that ensuring the passing on of wealth to loved ones or even your favourite charity in the most tax effective way is not an additional service but a core service. When you are talking about sums of money that people have amassed over a life time you can start to be looking at rather sizeable figures. If your estate planning is poorly structured, or even not structured at all, you can end up sending a large chunk to the Australia Taxation Office, or to someone you had not intended it to go to.

Some things to consider outside of your will:

  • Superannuation – You should consider giving a binding death nomination to the trustee of your superannuation fund
  • Small business or partnership – this may be subject to a buy/sell arrangement with the other partners. In these circumstances your share of the business would automatically pass to the remaining partners (usually in exchange for the proceeds of an insurance policy)
  • Power of Attorney – This is a legal document that appoints another person to make legal and/or medical decisions on your behalf. It is particularly useful should something happen where you are temporarily unable to sign documents
  • Do you need a Testamentary Trust? -This is a trust created in a person’s will, which is activated upon the death of that person. Instead of assets passing directly from one person to another, the assets are passed to the Testamentary Trust and then administered by the designated trustee – usually a family member, a trustee company, accountant or a solicitor

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