More than one million Australians are now members of self-managed superannuation funds. More people are taking the opportunity to manage their own superannuation because they want the control, flexibility and choice that a self-managed fund gives them with their retirement savings.

We will help you to establish your own superannuation fund, and provide you with ongoing advice on dealing with any financial complexities.

Any individual or business that pays tax has the right to arrange their financial affairs so that the amount of tax they pay is minimised; this is what is known as taxation planning.

We will help you to develop an effective taxation plan that mimimises the tax you pay, while meeting all relevant compliance and reporting requirements

Implementing a financial plan begins with a client setting their monetary goals and, with our assistance as financial planners, developing a long-term strategy that will help them achieve those goals.

Once your agreed financial plan is in place, we will regularly provide you with ongoing advice and assistance to ensure that you realise your aspirations.

As experienced chartered accountants specialising in taxation, we provide assistance to our clients in the preparation of financial statements and the lodgement of individual, partnership, company, trust and SMSF tax returns.

As taxation law in Australia increases in complexity, we will ensure that you meet all of your statutory obligations while minimising your tax exposure.

Estate planning is an important element of your financial plan. It can also be considered as an important adjunct to your Will, because it details how specific investments and assets are passed on to your beneficiaries.

The tax complexities of asset transfers can be significant and any ambiguities in an estate plan can have profound effects against the original intentions. We will advise you on how to develop an estate plan that minimises any taxation payments and ensures that your assets are transferred according to your wishes.

Deciding which structure suits your business or investment strategy is an important decision that requires extensive knowledge of the benefits and drawbacks of each arrangement.

We will advise you on what arrangement best suits your own situation and establish a structure that supports your commercial goals.

Managing reporting, corporate and regulatory responsibilities for a business is a comprehensive yet necessary requirement. We will help you manage your corporate obligations and provide ongoing compliance so you can concentrate on running your business.

Some of the services we provide to our clients include:

• Business name registrations
• Preparation and electronic lodgment of ASIC forms
• Change of company details
• Liquidations and de-registrations of companies
• A registered office address for companies registered in Australia