Our range of services

    Business
    • Income tax return preparation and advice
    • Maintenance of business financial records
    • Preparation of financial reports
    • GST return preparation and advice
    • NSW State taxes advice and compliance procedures

    Business Advisory
    • New business setup
    • Budget, cash flow preparation
    • Assistance with raising business finance
    • Business valuations and appraisal

    Self Managed Superannuation Fund Services
    • Maintenance of fund financial records
    • Assisting trustees to manage today's operations
    • Preparation of financial reports
    • Income tax return preparation and advice
    • Financial compliance audits and lodgment of regulatory returns
    • Asset valuations
    • Developing and updating investment strategies

    Financial Advisory
    • Investment advice
    • Margin Lending and gearing strategies
    • Securities trading
    • Investment evaluation, review and reporting
    • Managed investments
    • Choice of superannuation advice and comparisons
    • Superannuation and Rollover Advice
    • Retirement planning
    • Personal insurance and risk analysis
    • Income protection
    • Estate planning
    • Salary packaging
    • Retrenchment redundancy planning
    • Centrelink pension and allowance maximization
    • Tax effective wealth creation
    • Finance

    Private Clients
    • Investment advice
    • Buying and selling shares
    • Managed Discretionary Accounts

    Property Care
    • Buyer's Representative
    • Research and Evaluation of Property Markets
    • Price Negotiations
    • Auction Bidding

    Legal Services
    • Property conveyancing, buying and selling houses, units, land etc
    • Leases
    • Estate planning, will preparation, probate services
    • Challenging wills and upholding wills for an estate
    • Family law matters including de facto matters
    • Insurance Claims
    • Commercial advice and dispute resolution


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