Financial Planning

• Comprehensive wealth creation- strategy and structure
• Investment advice about suitable investments for you and tax effective investments and investing
• Superannuation, including self managed funds-investment and portfolio management advice: strategies to maximize your returns
• Risk management – personal and business insurance advice
• Pre-retirement planning – what can you do to boost your retirement position-Incorporating salary sacrifice & transition to retirement strategies
• Retirement planning – including structuring income streams; maximising Centrelink entitlements; the use of reverse mortgages
• Estate planning and advice – including testamentary trusts
• Mortgage advice and establishment
• Superannuation- what’s new and how it could work for you

Accounting

• Income Tax advice
• Trust specialists
• Investment holding structures
• Effective asset protection advice and structuring
• Rental Property specialists
• Assist to maximize property deductions
• Capital gains tax minimisation & planning
• Efficient use of superannuation strategies
• Assistance for companies experiencing financial difficulties
• Business structuring and ongoing advice
• SMSF Planning – including borrowing through your Super Fund to purchase investments