| Personal
Services
We
can help you minimise your tax!
Our tax services include:
- Tax minimisation planning
- Preparation of taxation returns for companies, partnerships,
super funds, trusts and individuals
- Expert advice on all aspects of income tax including
deductibility of expenses, capital gains issues, superannuation,
and fringe benefits
- Salary packaging
We offer Estate
Planning services:
- Minimising taxation when distributing your estate
- Lowering tax for your dependents on death using Testamentary
Trusts
- Review of wills, enduring powers of attorney, and personal
insurances
- Review of your affairs to consider security, control,
and inheritance
Accounting & You is uniquely positioned to provide
you with total financial care.
We offer a FREE Initial, No Obligation
Consultation!
Contact
us to make an appointment for a FREE, no obligation introduction
to our financial planning services. This free introduction will
not include specific financial planning advice or a statement of
advice, but it will help you decide whether the services we offer
are right for your needs. * Note: this free consultation does not
include tax and accounting services. |
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As a Member of Count Wealth Accountants* we can offer
you the following services: |
Helping
you plan a wealthy
future! |
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We
offer advice on investments to create & protect
wealth
- Retirement
planning
-
Regular
Investment programs
-
Buying & Selling Shares
- Regular
Investment reviews
- Superannuation
& rollover advice
- Annuities
& Allocated pensions
-
Social Security planning
-
Retrenchment planning
-
Tax-effective
wills & estate planning
Click
here to
find out more!
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Protecting
your most valuable asset *
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We can help with Income Protection Insurance
-
Life (Term) Insurance
- Trauma Insurance
Click
here to
find out more!
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We can help with Home Loans
- Investment
Loans
Click
here to
find out more!
*Accounting
& You provides these services as an Authorised Representative
of Count Wealth Accountants. |
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