Services specifically tailored to meet each clients financial needs
We are the taxation specialists. Importantly, we can show you how to legally minimise the tax that you pay and, therefore, retain more of what you earn.
Our Tax Planning, Compliance and Advice Services include:
• Income Tax Returns
• Fringe Benefits Tax Returns
• Income Activity Statements
• Business Activity Statements
• WorkCover Certifications
• Company Annual Returns
• Superannuation reporting requirements
We recognise that accountants and advisors are in a unique position to make a valuable and significant contribution to clients by assisting them with the management of their businesses and financial affairs.
• Preparation of tailored financial statements as and when required
• Analysis of financial data
• Preparation of trading and cashflow forecasts (short and long term) and strategic plans
• Equity / finance structure advice, preparation of funding applications and attendance at bank meetings
• Accounting and business computer systems implementation and review
• Tax planning and management
• Capital Gains, Goods and Services Tax and other indirect tax advice
• Business succession planning
We will help you set up a self-managed super fund, give you a transparent view into your activities on a regular basis and then help guide your ongoing investment strategy to maximise tax-effectiveness and minimise costs.
Lending we can assist with includes:
• Home Loans (Investment, Owner Occupied including Construction)
• Business Vehicle & Equipment (Chattel Mortgages)
• Business Finance
We provide our clients with a quality and timely bookkeeping service at a cost effective rate. A key advantage of our bookkeeping service is the close working relationship maintained between accountant and bookkeeper. This way we are able to streamline and simplify your financial reporting function.
• Our bookkeeping services include:
• Cashflow set up
• Transactional bookkeeping services
• Specialist service covering areas such as payroll, inventory, GST, accounts receivable and accounts payable
• Quarterly and monthly reporting for business activity statement preparation
• Budgeting and planning
Moneywise Personal Financial Management
Moneywise Personal Financial Management is a privately owned boutique financial services firm which was established over 30 years ago. During that time we have successfully helped our clients create, manage and protect their wealth through many different investment cycles.
Moneywise is not owned by a bank or any other financial institution. Our highly qualified team is the perfect size to give our clients individual attention while drawing on a wide breadth of knowledge and experience.
We consider the particular needs and circumstances of individual clients and recommend what is best for them. Our advice is supported by extensive research and operational resources and based on a sound investment philosophy that has withstood the test of time.
Moneywise staff includes certified financial advisers, equity specialists, portfolio accountants and administrators. We are committed to ongoing professional development and training to ensure our clients receive the highest quality up-to-date advice and service.
Our senior financial advisers are accredited Self Managed Superannuation Fund specialists.
PROPERTY SERVICE & ADVICE
Substancia is a private real estate advisory, investment, and management services company providing a range of professional services across most real estate asset classes.
We take a very personal partnership approach with our clients to understand their primary real estate drivers, financial risk preferences and empower them to ‘cut through’ the often complex and confusing market landscape to make effective decisions.
We understand that most clients also have other trusted advisors, and accordingly we work in close consultation with these groups including other real estate professionals, financial advisors, accountants and bankers. This approach ensures our advice and recommendations meet our clients overall real estate needs and objectives.
Hof & Co Strategic Brand & Marketing Group
Hof & Co is a boutique focused marketing, strategy and design group specialising in Brand Creation and Management.
We seek to enhance connections between companies and their customers and constituents through clear and consistent communication strategies. We help build and implement the phases to best activate your messages.
Our partners have over 30 years of collective marketing and creative experience and exposure to global markets. We have worked with international iconic brands and organisations through to small start-up ventures developing and implementing successful corporate and product communications that stay true to a brand’s vision and profile across all touch points.
• Property and real estate
• Executive remuneration packaging