Financial Planning, Superannuation & Insurances

• www.financialplanningsutherlandshire.com.au
• Financial Planning
• Financial Reducation Strategies
• Tax Reduction Strategies
• Life Insurance Investment Advice
• Trauma Insurance
• Disability Insurance
• Insurance Retirement Planning
• Superannuation
• Self Managed Superannuation Funds (SMSF)
• Tax Advice
• Tax Planning

Tax Advice, Tax Returns & Tax Planning

• www.theadvicespot.com.au
• Tax Returns for Individuals
• Tax Returns for Companies
• Tax Returns for Partnerships
• Tax Returns for Trusts
• Tax Returns for SMSF’s (Self Managed Super Funds)
• Tax Planning
• Tax Advice
• Tax Optimisation Strategies
• Business Advice
• Tax Effective Investment Adviser
• Business Consultant
• Business Structures
• Asset Protection

SMSF (Super Fund) Audit

• www.superfundauditorsydney.com.au
• SMSF Audits
• SMSF Set up
• SMSF Tax advice
• SMSF Tax returns
• SMSF loans,
• Financial advice

Mortgage Lending

• www.homeloanssutherlandshire.com.au
• Introductory loans
• Standard variable loans or fully featured loans
• Basic or no-frills loans
• Tax Effective Investment Loans
• All-in-one accounts
• Tax Effective Property Loans
• Revolving lines of credit
• Home loans with a salary account
• 100% offset accounts and partial offset accounts (this can also be a feature of a standard variable loan or a professional package)

Bookkeeping Services

• Competitive Rates
• Priority and one on one service
• Mobile Bookkeepers
• Experienced Professionals
• Tax Agent Supervised
• Internal & External Bookkeepers
• We have a fluid network of other professionals
• MYOB, Xero, Quickbooks and others

One main adviser, one group, multiple specialised services