SERVICES
We offer services to individuals, family businesses & small/medium enterprises in each of our core competencies. Our services include:
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Tax - individuals, companies, family and other trusts, superannuation and tax consulting
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Superannuation - self managed funds and retirement planning
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Business Consulting/Services - business registration, succession planning, strategic planning, financials etc.
Superannuation is one of our core specialities and a considerable percentage of our client base is self-managed superannuation funds.
Our modest size and expertise allows us to provide a quality, personalised service with direct access to partners and proactive solutions.
Our clients are from varied industries, from retail, manufacturing and the service industry. Our clients have been serviced by our firm from the commencement of their business right through to their retirement. We have assisted clients with wealth creation within their business and in conjunction with their self-managed superannuation fund, not by providing financial advice as we are not licensed financial advisors, but by the provision of our knowledge and expertise in the area of small business, tax and superannuation to construct the appropriate structure and tax strategy within their business and superannuation fund in readiness for their retirement.
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