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Financial Planning
We offer advice on investments to create and protect wealth.
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Self-managed Superannuation Funds
Self Managed Superannuation Funds are not just for high net worth or sophisticated investors.
A Self Managed Superannuation Fund forms an important role within a business structure to provide asset protection, it is also a tax planning tool and of course it is a flexible vehicle to provide for your retirement.
As with providing continual accounting services throughout the year for your business, we do the same for your Self Managed Superannuation Fund by using Class Super software.
Many mature Self Managed Superannuation Funds receive sizeable tax refunds each year. So, continual processing allows us to get your super fund lodged much sooner than other accountants using the old fashioned year end processing approach.
Through our affiliation with Count Wealth Accountants, an Australian Financial Services Licence holder (No. 227232), we are able to offer comprehensive investment and wealth protection advice.
Our ability to offer accounting, taxation and investment advice makes the complexities of running a Self Managed Superannuation Fund easy and streamlined for our clients. Any advice you require is available within the one spot without having to make multiple appointments with various specialists to provide the total advice that you need.
We have tools and templates available for our clients that makes the record keeping a breeze for a Self Managed Superannuation Fund. The days of arduous record keeping and reporting requirements for the owners of Self Managed Super Funds are long gone when efficient practices are used.



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