Financial Services
We can advise on the following;
Provide financial product advice
Government Debentures, Stocks or Bonds
Investment Life Insurance Products
Life Risk Insurance Products
Managed Investment Schemes
Retirement Savings Account Products
Securities
Superannuation
Standard Margin Lending Facility
Taxation & Planning
We specialise in providing a wide range of tax services to our small business clients and Medical Practitioners.
Tax Planning is an all year round exercise rather than a once a year panic in May or June – we advise that you consult us at least twice a year for any tax planning needs
We offer a range of tax advisory services in many complex areas, this may range from Land Tax, Trust taxation to Capital Gains Tax and company income tax and transfer pricing
Company Services
We can act as your ASIC agent to assist with ASIC compliance matters including the drafting of share issues, resolutions, notices & meetings of the company, its directors or members.
We can maintain your company’s registers and with approval lodge the statutory documents.
We also specialise in incorporations of new entities locally and offshore
Business Advisory
We help you to determine which business structure will assist you in achieving your goals, depending on your personal circumstances.
This includes advice on the pros and cons of different options, after careful consideration of your needs.
Once your business structure is in place, we arrange registration with authorities and assist you to set up bank accounts.