Accounting professionals - members of the two major Accounting Bodies - Certified
Practising Accountants (CPA ) and the Chartered Accountants of Aust.
With us, you get the right advice!
Fully qualified financial planners - Authorised Representative No. 427304 of
InterPrac Financial Planning Pty Ltd. (AFSL No. 246638)
Our Services for Individuals
Give us a call right now on (02) 4973 4550 to arrange a meeting or
Income Tax Returns
Our aim is to ensure the lowest tax legally payable for all our clients. We provide tax planning services to help legally minimise and or defer your tax payments. Everyone knows what can happen if you lodge incorrect tax returns. It's not worth the risk. And tax can be very complicated, especially if trusts, investments and Capital Gains are involved - so insist on a CPA or CA accountant with many years in public practice and be assured that you're claiming your maximum legal entitlements.Superannuation
General Advice
Advice across a wide variety of situations for both regular or one-off transactions. For example, the sale of shares or property, purchase of vehicles or equipment, buying or selling assets.
Maybe you and your partner have a few existing funds through your jobs. You may be paying high management fees or unnecessary insurances. We may be
able to save you money by rationalising these. If your income is relatively high, we can also help you to set up and maintain a Self-managed Superannuation
Fund (SMSF) so that you can cut out expensive management fees and invest your capital in the areas you choose.
Budgeting and Cash Control
We can help you with such things as budgeting, cash flow, debt control, liasing with creditors on your behalf to restructure debts and negotiate informal arrangements.Financial Planning
Today's world is increasingly complex and unpredictable, the rising cost of education, healthcare, and housing, uncertain economic conditions and unexpected life events. What can give you stability, security, and peace of mind in this environment?Thinking about Starting or Buying Your Own Small Business?
We can help you set up a new business right from the very beginning, to assess a reasonable price and purchase an existing business, how to select the best tax structure for your particular circumstances, what insurances you need, software and training …. the lot!
Our Services for Individuals
Income Tax Returns
Our aim is to ensure the lowest tax legally payable for all our clients. We provide tax planning services to help legally minimise and or defer your tax payments. Everyone knows what can happen if you lodge incorrect tax returns. It's not worth the risk. And tax can be very complicated, especially if trusts, investments and Capital Gains are involved - so insist on a CPA or CA accountant with many years in public practice and be assured that you're claiming your maximum legal entitlements.General Advice
Advice across a wide variety of situations for both regular or one-off transactions. For example, the sale of shares or property, purchase of vehicles or equipment, buying or selling assets.
Budgeting and Cash Control
We can help you with such things as budgeting, cash flow, debt control, liasing with creditors on your behalf to restructure debts and negotiate informal arrangements.Financial Planning
Today's world is increasingly complex and unpredictable, the rising cost of education, healthcare, and housing, uncertain economic conditions and unexpected life events. What can give you stability, security, and peace of mind in this environment?Thinking about Starting or Buying Your
Own Small Business?
We can help you set up a new business right from the very beginning, to assess a reasonable price and purchase an existing business, how to select the best tax structure for your particular circumstances, what insurances you need, software and training …. the lot!
