CONTACT US

151 Park Rd,
CHELTENHAM, VIC, 3192

Location Map

P: (03) 9585 4055
F: (03) 9585 4940
E: jaques@jaquespartners.com.au

ABOUT US

Jaques Partners Pty Ltd commenced in August 2008, with its current principal partners Hai Nguyen and Leonette Arnolda, however its origin is from a 20 year old accounting firm named Jaques & Associates Pty Ltd.

Leonette Arnolda is a graduate of the University of Melbourne and was employed by the previous firm for 12 years since 1997 before becoming a principal partner.  Leonette is fully qualified having attained her Certificate of Practicing Accountant (CPA) in 2004.  Leonette is married with one child.

Hai Nguyen is a graduate of the University of Melbourne and was employed by the previous firm for 8 years since 2000 before becoming a principal partner.  Hai is fully qualified having attained his Certificate of Practicing Accountant (CPA) in 2004.  Hai is married with 2 children.

Our firm’s experience is in tax and business services and has a close working relationship with other related professional advisors, such as solicitors, financial advisors and mortgage brokers to service our clients.

SERVICES


We offer services to individuals, family businesses & small/medium enterprises in each of our core competencies. Our services include:

  • Tax - individuals, companies, family and other trusts, superannuation and tax consulting

  • Superannuation - self managed funds and retirement planning

  • 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.

SUPERANNUATION

We do not provide financial advice on the investments of the fund, however our advice not only considers the obligations of the trustees, but also to take advantage what the superannuation laws allows in conjunction with the tax implications for both the members and the fund. As an example, when advising clients on the amount of superannuation contributions, we also consider the tax effectiveness of such contribution on the member's personal or business tax position to ensure that the tax liability for the member and/or their business and the fund, as whole, is as minimal as possible. We also give the appropriate advice on the structure of the self-managed superannuation funds in terms of the timing of being in the accumulation phase and converting to pension and taking into consideration the circumstances of the members.

QUICK LINKS






CALCULATORS


ATO Rates, calculators & tools
Range of Calculators from the Australian Tax Office to help you with your Tax.

Various Calculators
Find out how much you can expect to borrow for a home based on your current salary and existing financial commitments.

Info Choice Calulators
Full range of financial calculators.

ASIC Financial calculators
Money manager, retirement calculators.