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    Take control of your financial well-being with the personalised advice from Smart Finance Advisory. We are your one-stop investment strategy advisors, and we will be with you, every step of the way—from assisting in investment to answering your day-to-day questions. Leave Your Financial Decision to Us SMART Financial Advisory is one of the leading financial advisory firms in Melbourne. We specialise in providing strategic investment advice, insurance, retirement, superannuation and estate ... Read more planning.   As a leading financial advisor in Melbourne, our goal is to clear the complicated path towards your financial goals and walk with you every step of the way to take a better financial decision. Working in consultation with the accountants and other insurance advisors in keysborough, our financial advisory service in Centrelink is help you in developing the right plan for you whether you are an individual or a young family. No matter what your financial situation is, we can help ...

    Our accounting practice in Kirwan is small and friendly. We enjoy loyal relationships with our clients. We specialise in small business family accounting and tax returns. We utilise Xero, MYOB, and Quickbooks online software. We have a SMSF Superannuation specialist in the practice. Our professional team are trained business advisors, and are highly qualified in accounting, and taxation. We also complete thousands of Individual tax returns with vast experience in many employment areas. ... Read more Each year we complete hundreds of returns with complex items including rental properties, investments, negative gearing, retirement payouts, and many deductions. HISTORY Concord Tax – Kirwan opened in practice in 1986. The vision of the practice was to exemplify two main ideas. Concord means harmony. There is a constant focus on our team working together, with you, to achieve your goals. We have aimed to achieve this by selecting people with caring personalities who are highly qualified ...

    • Certified Public Accountant (CPA)
    • Registered Tax Agent

    We believe in making a difference. Isaacs & Cole is a chartered accounting firm that believes in making a positive difference to your financial success, security and well being. Our team provides traditional accounting and tax services but we are far from being traditional accountants. We see our ultimate purpose as being providers of a complete range of advisory services that help you achieve your goals, no matter what stage of life you are in. And in order to truly make a difference, we recognise ... Read more that it is important to understand your needs and circumstances, and to take more than the occasional walk in your shoes. We are proud to be in our 20th year this year, and we look forward to building on relationships with existing clients as well as developing relationships with new clients. We especially look forward to seeing our clients succeed, however varied that measure of success may be. Our team is experienced, motivated and passionate about what we do. Contact us today to discuss ...

    • Chartered Accountants Australia & New Zealand (CAANZ)

    Your local Accounting, Taxation & SMSF experts! We are a mobile Chartered Accounting firm founded in the hinterland of the beautiful Sunshine Coast. We maintain a personal and close client relationship with all our clients - but do so with big firm expertise. Aiming to break the mould of the boring "number cruncher" we are a ProAactive firm who provides more than your generic compliance services! We come to you, whether it be at your place of business (we love to see how your business operates) ... Read more or in the comfort of your own home. We sit down and take the time to understand YOUR business and financial goals so we can tailor our services to meet your requirements. With over 30 years combined experience in both small and large accounting firms we have big firm experience with the personal touch of a small boutique firm focused on customer service and clients. As members of Chartered Accountants Australia and New Zealand you can have peace of mind that we are qualified and knowledgeable ...

    • Registered Tax Agent

    Free review

    Contact us and supply your prior year tax return and financials and we will provide a free review showing you how to save money and whether any issues are present.

    • Certified Public Accountant (CPA)
    • Registered Tax Agent

    Financial planning by Master Financial planner Brian Lucas Aged Care, retirement, superannuation, shares, property investments, insurances, SMSF, Centrelink advice, adviser to the State Government on small business, Regular seminars on wealth creation. Professional speaker and regular radio commentator. Author of four best selling books Brian has worked for several large organizations including Woolworths, Hungry Jacks, Pennywise and Bilo supermarkets, before starting several successful companies. ... Read more He recently was President of the Entrepreneurs Organization and sold his share in the financial planning company Kensington Financial Services. He now runs two of the fastest growing small businesses in South Australia: Proper Financial Advice (Financial planning) and Proper Advice (Guaranteed success Business Coaching). He has given hundreds of speeches around the world on Entrepreneurialship and increasing profits. A regular guest commentator on Radio, Brian also is a leading charity fund ...

    Financial planning and superannuation advice services for Newcastle. Are you unsure how much super you will need to retire? Need advice to make the most of your super? Looking at investment options? Want to sort out your Life Insurances? That's what we do! Lusher Financial Services provides professional Financial Planning Advice to the Newcastle and Lake Macquarie Region including the Hunter Valley. If you are looking for expert advice on your Superannuation or Retirement Pension we can help. ... Read more Certified Financial Planner Christine Lusher also specialises in financial investments and personal insurances such as life and income protection insurance. Financial Planning is not just for the wealthy, it's for anyone who wants to take charge of their financial life. Our financial plans are tailored to your individual goals, so whether you are just starting out in the workforce or moving towards retirement we will work with you to improve your finances. Contact us in Newcastle today for an ...

    We specialise in Retirement Planning, Wealth Creation - Building towards a comfortable retirement Minimising Tax, Building Super, Succession Planning, Self Managed Super Funds, Investing, Transition to Retirement Strategies, Estate Planning, More Cash Flow You know, I often get asked what a typical Empty Nesters client looks like. Well the reality is, they look just like you… * You're a dedicated hard working business owner, tradie or miner fly in fly out and are looking for smarter ... Read more & faster ways to have more cash flow, more money for retirement and reduce your tax payments. You have a great business but you also know there is so much more potential. * You're a family oriented person who is struggling with the burdens of work and juggling the responsibilities of work and family. Some extra lifestyle/ME time wouldn't go astray either… * You’d like to improve your Wealth now and for Retirement, Profit & Cash Flow and you're concerned whether you will have enough money ...

    I specialise in boutique insurance advice in the areas of personal and business risk and can source quotes and cover from all the major Insurance companies in the market. My experience in the financial services industry since 1997 and wide ranging life and business experience translates to competent, caring and responsive service to you as a valued client. I provide personal and business insurance advice across all kinds of industries including: · Life Insurance · income protection ... Read more cover · Trauma (critical Illness) cover · TPD (total and permanent disability) insurance and · Various Business insurances including, Member cover in Self Managed Super Funds, Business Expense, Key Person or Business Succession Planning. My services include gaining a thorough understanding of your insurance needs, develop suitable insurance programs and source the most competitive pricing from our comprehensive suite of major insurance providers. I go to great ...

    We are a boutique firm located in the north-western suburbs. We provide an umbrella of services inclusive of taxation, bookkeeping and mortgage broking services and are closely linked to various professionals like lawyers, financial planners etc. In short we're a one stop shop for your tax/financial affairs. No matter how simple or complex your tax affairs are, we'll guide you to achieve the best possible outcome and set you up for future growth. We are able to assist with the following tax ... Read more & accounting related activities; • Preparation of annual financial statements • Preparation of company tax return, trust, partnership, sole trader, superannuation, individual return. • Attendance to corporate secretarial matters including Annual ASIC Returns, change of directorship, change of address, share issues and transfers. • Review and assistance in preparation of your BAS/GST, PAYGW and PAYGI obligations to the ATO as necessary. • Preparation of any Work Cover and Payroll ...

    • Certified Public Accountant (CPA)

    At Gartly & Associates we specialise in working with small to medium size businesses. As qualified Chartered Accountants and business advisers, we have earned the reputation of giving advice beyond just the numbers. Our goal is help you grow your business by interpreting the numbers. We then help you use those insights to make informed, strategic business decisions. Saving tax, staying compliant with ongoing changing tax laws, keeping up with technology, business growth decisions – these ... Read more are just some of the challenges you’re faced with... Gartly & Associates was founded in the year 2000 . We have been advising small business clients drawing on our combined many years of business experience offered through the company’s Director and our professional and ethusiastic staff. We’re focused on being an exceptional accountancy practice that provides practical, affordable and professional business advice to enable our clients to grow their businesses, increase their personal ...

    • Registered Tax Agent

    Tailored business solutions for your small business in Seaford Is your precious time being taken up worrying about administration tasks? Could that time be better spent elsewhere in your business? Outsourcing your bookkeeping and accounting could be one of the ways to free your time so you can grow your business! Look no further as Carbon Group in Seaford. Following the merger in 2017 with local bookkeeping business BAS Attack, Allison Gardiner now leads the team of licensed and qualified bookkeepers ... Read more and accountants in Victoria. Let our team of Xero certified bookkeepers help you with your tax accounting and tax planning, BAS lodgments and PAYG lodgments, invoicing, payroll, superannuation, self-managed super funds and Xero cloud bookkeeping. Our licensed insurance brokers and licensed finance brokers in Seaford are also prepared to assist you with business and personal insurance, as well as business and equipment loans. We aim to create meaningful relationships with our clients ...

    • Certified Public Accountant (CPA)
    • Chartered Accountants Australia & New Zealand (CAANZ)

    Fortis Accounting Partners has been providing a full spectrum of accounting and taxation solutions to Australian and foreign business owners, large family groups, investors and individuals since 2007. Our team of accounting professionals have built long-term client relationships through the consistent delivery of high quality business solutions. We believe most small business operators have neither the resources or the time to tackle the complex world of accounting, taxation, Goods and Services ... Read more Tax, and business planning issues that business’ encounter. This is where we can help. We provide a reliable and professional service in all facets of the accounting world. From the simple tax return to business financial accounts; to more complex business structuring work and international tax solutions – we provide clients with a complete business service. It is this wide range of services that ensures that we have a large mix of clients with regard to both industry and size. The ...

    My financial advice process is an opportunity for a detailed and comprehensive discussion about whats important to you and your family. Together let us work out your goals and whats important about money for you and your main priorities. From that, we can prioritize the most important goals and whats needed to achieve them. Using goals based framework to determine which goals to fund and how to fund them can lead to an increase in wealth. Our process is an opportunity for a detailed and ... Read more comprehensive discussion about what’s important to you. Your participation in a review will help to provide you expert assistance in line with our goal to seek continuous improvement for you across these six areas of Financial Planning advice. If there is an area of advice that we do not have an expertise in then we can provide an introduction to a suitably qualified professional. WE WILL HELP BRING ORDER TO YOUR FINANCIAL LIFE By assisting you in getting your financial house in ...

    At FinAdvice Financial Planning, we take the time to get to know you and your circumstances. We pride ourselves in our ability to recognise potential issues, find strategies that give you the edge,and deliver solutions to life’s financial opportunities. Truly powerful working relationships continue, year after year, to fine tune your outlook and work-through the changes impacted by life’s shifting circumstances. PLEASE NOTE: We are NOT Accountants, but will work with you and your accountant ... Read more to establish a financial strategy that you can understand, feel comfortable with and that puts you in a better financial position. - Working For You - The team at FinAdvice Financial Planning invests their time to talk to you, know you, understand your circumstances and assess your situation. - The Process - No two people are alike, so it is important you have a financial plan specifically designed to reflect your life and your goals. - Ongoing FinAdvisory Service - The true power of a working ...

    A name you can trust Work with a national and local business that will support you. Practical Systems Super combines technical expertise with first-hand experience of regional Australia to create a platform that makes the management of SMSFs easier for both advisers and trustees. We are 100% independently owned and operated in Australia, providing a personal approach from experienced professionals. Services for Accountants As the demand for self-managed superannuation continues to ... Read more grow, many accounting firms and financial advisers face the challenge of providing competitive and cost-effective SMSF administrative support. Our complete self managed super fund (SMSF) solution provides you with the reassurance that you can stay competitive and offer your clients a tailored SMSF service without having to keep up with certification training, compliance and ever-changing government regulations. We provide superannuation software, administrative support, and financial services ...

    New England Self-Managed Super Fund Information Day

    Dates: from 15 Nov 2019 to 15 Nov 2019

    Why attend? Are you an accountant, adviser or trustee? Maybe you are thinking of setting up a self-managed superannuation fund (SMSF)? Join our technical team as they advise you on the latest developments within the self-managed superannuation fund industry and learn how to maximise opportunities in the current low interest rate investment environment. OVERVIEW: The New England SMSF Information Day will focus on developing your technical knowledge and your practical skills and know-how in managing an SMSF. You will be equipped with valuable strategies that will empower you to make informed decisions regarding your SMSF. If you are a practitioner you will leave with new insights with which to advise your clients. Benefits of attending • Identify the legislative and regulatory changes that may affect you or your clients. • Interpret an understand the implications of those changes when managing a SMSF. • Understand what SMSF strategies are available in the new superannuation landscape. Who should attend? This event is open to all SMSF practitioners and other professionals advising on tax, superannuation and financial planning or that otherwise have dealings with SMSFs. Are you a Trustee of an SMSF or are you looking at your retirement options? Maybe you have made the decision to enjoy what life has to offer. At whatever stage of life, you can be looking at ways that you can maximise your superannuation. Attending the New England SMSF Information Day will give you the knowledge you need to navigate your way through these challenging times. It is an event SMSF Accountants, Advisers and trustees simply can't afford to miss. Come and be educated by some of Australia's leading professionals.

    • Registered BAS Agent
    • Chartered Accountant
    • SMSF Registered Auditor
    • Diploma Financial Planning

    We’re a boutique Financial Services Firm providing personal service and professional results to our clients for over 39 years. We provide accounting, audit, investment, superannuation and insurance broking services. Whether you’re concerned about personal wealth or the financial management of your business, we work with you to develop and implement tailored strategies to ensure your finances are managed efficiently.

    First Class Accounts Fraser Coast is a full service bookkeeping corporation serving a wide range of industry types. Our services are ideal for organisations who do not have the time or background to handle accounting functions. First Class Accounts Fraser Coast is committed to building long term relationships with clients through well organised and trustworthy bookkeeping. Accuracy, quality and efficiency are priorities in our work and we aim to provide great financial management solutions to every ... Read more client on time, every time! Our services are as flexible as possible to maximise the benefits for our clients. We will visit your business and set a course of action customised to your situation. From there, our services can be delivered on or off- site and at intervals that are consistent to your needs and preference. First Class Accounts Fraser Coast strives to build a solid rapport with our entire client base, yet still maintain an astute attention to detail and a determination to benefit ...

    Professional accounting and bookkeeping done by local accountants in Swan Valley Continuously growing after first launching in 2015 with the acquisition of Swan Valley Tax & Accounting, and the 2018 merger with Ellenbrook Tax and Accounting, Carbon Swan Valley is now comprised of a powerhouse team of local qualified accountants and bookkeepers servicing the Swan Valley region. Our team of professionals in Ellenbrook are ready to assist individuals and businesses with their tax accounting and ... Read more strategy, Xero cloud bookkeeping and cloud-based payroll, equipment and vehicle financing, home and business loans, personal insurance and business insurance, cash flow planning, financial planning, executive reporting, and more. Wouldn't it be great to have access to real-time data on your business at the touch of a button? With cloud-based accounting software, you can! Being Xero platinum partners and MYOB diamond partners means our team have extensive knowledge of cloud-based systems, and ...

    • Certified Public Accountant (CPA)
    • Chartered Accountants Australia & New Zealand (CAANZ)

    Madinah Star Financial Accounting Pty Ltd is a family based business with more than a decade of experience pioneering and refining solutions that are secure, flexible and designed to work with any service provider. We manage corporate and bookkeeping businesses with Madinah Star Financial Accounting Pty Ltd and our Taxation business with our partner Cinch Accountants & Advisers Pty Ltd. As qualified Bookkeeper and Tax Consultants we specialize in small to medium entities and Taxation Compliance. ... Read more We are a full member of the Association of Accounting Technicians and maintain a professional and ethical standard: by providing a letter of engagement to maintaining our professional indemnity insurance. We are registered BAS Agent and ASIC Agent and having experience in the operation of accounting software; Saasu, Xero and Xero Practice Manager, Intuit QuickBooks, Reckon and MYOB and Hand iSOFT.

    Complimentary, no-obligation initial meeting

    To understand more about how we can help you achieve your personal business, financial and lifestyle goals you are welcome to a complimentary, no-obligation initial meeting with one of our Advisors. To inquire about making an appointment please contact us by phone or email.

    Do you find there are never enough hours in your day? Does your paperwork keep you up late at night? Are your books in a mess and you feel like your never going to catch up? Do you want to stick to your day job and stop going home only to start doing your books? Are your finances stressing you out? Do you want to know more about how your business is really performing? Sounds like you need help with your books, and ……….. Amber Business Support is the answer for you. As a business owner/operator ... Read more every hour of your time is precious. The last thing you want to do after a long day at work is go home and start doing the paperwork that is a necessary task to keep your business compliant and operational. So why not outsource the crucial chore to professionals for whom it is their passion? At Amber Business Support, bookkeeping and helping businesses grow and flourish is our passion and drive. It’s what we live for! So Contact us today for a free, no obligation, initial consultation ...

    • Certified Public Accountant (CPA)

    Holistic Accounting and Taxation Services is a boutique accounting firm established since 2008 and currently based in Wheelers Hill Victoria. We are committed in providing a broad range of accounting, taxation and business advisory services predominantly to small medium enterprises together with a number of self employed professionals and high net worth individuals. We have a real understanding of the environment in which our clients operate and are ideally placed to help them grow and prosper ... Read more by providing a high level of personalised accounting and tax advice. Together with accounting, taxation and business services, we competently provide additional services such as SMSF Compliance & Auditing, estate & succession planning and this strengthen our Holistic Approach. Our objective is to provide professional services in a clearly communicated manner that is personal, cost efficient and timely. We pride ourselves on the service delivery and developing strong relationships with our ...

    • Registered Tax Agent

    Contact us to help you make sense of your tax.

    • Certified Public Accountant (CPA)
    • Registered Tax Agent

    Zest Business Services is CPA and Registered Tax Agent and Xero Certified Advisor. Located in Melbourne, our services are offered Australia wide. We are more available to our clients’ than other accounting firms, taking phone calls on all matters however big or small. Clients can call just for simple questions, reassurance or qualification on matters. It’s important to us to get back to our clients on all questions, we have prompt email response. We want to be partners in our clients’ ... Read more growing businesses – being a mentor/person of trust for business owners to turn to as their business grows. Our values are; Honesty, Integrity and Accuracy – in regards to taxation law and the client. ACCOUNTING AND ASIC COMPLIANCE We help with setting up business entities like companies, trusts and registration assistance like ABN and TFN, business names and WorkCover. Full ASIC compliance like ASIC Annual Returns and other ASIC related documentation. BUSINESS AND INDIVIDUAL TAXATION ...

    • Certified Public Accountant (CPA)

    Licensed accountants and bookkeepers in Gawler Is your Gawler-based business falling behind in administration tasks? Have you been missing the BAS lodgment deadline? Rather than stressing, why not reach out to Carbon to take those annoying time-consuming admin tasks out of your hands so can can focus on what really matters! In 2018, Carbon Group launched its first office in Adelaide following our merger with local business Your PA Business Services, led by bookkeeping manager, Kelly Bayly. ... Read more With it she brings to the table the invaluable experience of working with small businesses in the Gawler region for more than a decade, now paired with Carbons suite of award-winning services from our multiple service divisions: - Carbon Accounting - Carbon Advisory - Carbon R&D and Grants - Carbon Bookkeeping - Carbon Payroll - Carbon Business Systems - Carbon Insurance - Carbon Finance - Carbon Financial Planning Our plethora of services allow us to become a one-stop shop for our clients ...

    • Certified Public Accountant (CPA)
    • Chartered Accountants Australia & New Zealand (CAANZ)
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