The Advice Spot Service Options

Option 1 – Qualified Accountant

Personalised tax return service
 
Some benefits in dealing directly with accountants under the partner’s supervision:

    • The service is tailored to you
    • You receive the highest professional service
    • All work is supervised by the partner
    • The fees are generally less the partner’s fees
    • The waiting time is less than the partners waiting time
    • In addition to your tax return service you are able to access free preliminary advice in a range of other specialised financial services
    • All accountants are qualified

     

    Some disadvantages:

    • Some jobs are better handled by the partner if there are certain complexities involved
    • Qualified team member accountants are less experienced than the partner

     


     

    Option 2 – Partner & Qualified Accountant

    High level personalised tax return and general advice service

    This service has many benefits such as:

    • In addition to your tax return and general advice service you are able to access free preliminary advice in a range of other specialised financial services
    • Adam has 25 years experience and qualifications in various disciplines including tax, business, investments, loans, super and much more
    • You receive consistent, reliable, long term professional personalised tax and advice service second to none
    • Various testimonials past and present
    • You deal directly with (Adam) the partner and other qualified team members

     

    Some disadvantages:

    • Fees are at partner levels
    • Telephone bookings are required for all calls/advice

     


     

    Option 3 – Partner, Qualified Accountant & The Advice Spot team

    Full financial service

    In addition to Option 1 or Option 2 we may also be able to offer you the full annual service which includes:

    • Advice calls throughout the year about any of the below services
    • A reduction in tax return fees
    • Negative gearing & tax effective property
    • Tax planning
    • Referral to property buying agents
    • Property investment research & advice
    • Financial planning
    • Personal insurances
    • Superannuation and retirement planning
    • Home loan, investment loan, refinancing set up and ongoing advice
    • Pro-active all round financial advice, under one roof

     

    Some disadvantages:

    • This service is not available to everyone