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Tax And Super Direct
Business Finance in Melbourne

taxandsuperdirect.com.au
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Remember you found this company at Infoisinfo 3-9111562?

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Level 10, 50 Market St. Melbourne. Melbourne, VIC, 3000.
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What you should know about Tax And Super Direct

Investing in Melbourne, Accounting in Melbourne, Accountants in Melbourne, Financial in Melbourne

Strategy first approach to tax and super. However, an hourly fee may be quoted in some instances, subject to the nature and complexity advice and/or services required. We will typically charge a fixed fee for advice and/or services provided. > clear and transparent fee structure - our fees are based on the services you receive. We will not have a direct or indirect financial interest in the products we may recommend. > independent advice - your interests are in our best interests. This is a reflection of our advisors' educational background and professional affiliations. > professional competence and care - we maintain strict professional and ethical standards. Why us? > superannuation specialists - we advise on all fund types and structures not just smsfs (i.e. Industry, retail, defined benefit and corporate super funds). > estate planning. > smsf set up & administration financial planning, incorporating: > superannuation structures and management > redundancy > defined benefit schemes > insurances > investments. Any commissions received, partnerships, will be rebated to you. Our services include: > tax & accounting - including individuals, including on risk insurance policies, companies and trusts. We do not accept commissions. We are a pure fee for service firm. This takes away the need for you to seek assistance separately from an accountant and financial planner on tax and financial advice matters. Each of our advisers is uniquely qualified in tax, smsf specialist advisor, chartered tax adviser, cpa, financial planning and law (legal practitioner, accounting, registered tax agent). We specialise in tax and superannuation, asset protection, superannuation, investors and retirees effectively integrate their tax compliance with advanced tax planning, small businesses, assisting individuals, investment management and estate planning strategies to help you make the most of your financial position. Contact us for a free initial review meeting today.

We are not your ordinary accounting or financial planning firm. Our advisers are uniquely qualified in the areas of tax, accounting, financial planning and law. We can provide advice on a range of matters from Tax and Superannuation planning through to Estate Planning and Redundancy. While Tax Compliance should typically feed in to the Planning process, you can jump straight in to the Planning stage if you are seeking strategy advice on specific matters only. We don’t have to do your tax returns to donate you strategy advice. We have the depth of skills and experience to bear comprehensive and self-reliant advice on all types of Superannuation funds, including: We have also helped a number of clients maximize benefits within Defined Gain schemes, Industry and RetailCorporate fund structures. You can be assured any advice you receive is totally unprejudiced and based on your superior interests. We do not want to be in this business if we are constrained in the type of advice we can yield ardor products we recommend, which may not ultimately be in your best interests. We want to establish and maintain long term relationships based on mutual trust and respect so that we may all thrive and grow as individuals. This isn’t fair about tax returns and financial advice for us! Our affiliation with the apropos professional bodies requires us to maintain strict fastidious standards, which will not be compromised. A key reason for our decision to partner with Securitor is it’s drive to ensure advisers maintain professional standards overhead the industry average. Securitor requires its representatives to whole external assessments and annual training programs to stay at the forefront of best practice. Our fees are based on the services you receive. We will typically charge a firm fee for advice ardor services provided. Doing too little too late: The government has deliberately set up our superannuation system to Cavour those who start hasty and stay on track. Those who leave it to the last tiny often do so at their own peril. Not protecting your assets: Wealth management is honest as much about protecting your riches as it is about building wealth. Make safe you have a Plan B’ to pay off your house and look after your family if you were to die or be permanently unable to work. Not having financial goals: As the old adage goes, if you shrivel to plan, you plan to fail. But when the bring forward’ rule is triggered unwittingly it can create a number of difficulties with extra NC Cs being taxed at 46.5. Unfortunately, the relatively new rules relating to the refunding of excess contributions apply only to CCU and not NC Cs. The refunded amount is then removed from the FCC calculation for that year.
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Our comprehensive systems and procedures enable us to entire your income tax returns ardor financial statements in a timely and efficient manner. We can assist with all aspects from set up to year end compliance, including ongoing administration where required. We have a comprehensive accepting of how and when to apply apropos strategies relating to SMSFs. Our experience has shown not many trustees are utilizing SMSFs to their maximum potential, despite in some cases having established a Fund below the guidance of an accountant ardor financial planner. We can provide urge in the subsequent areas: Assistance with formulating an Investment Strategy. Setting up an everyday cash account facility. We actively encourage people to seek advice from a suitably qualified financial adviser earlier establishing an SMSF. Whilst SMSFs can be fantastic retirement savings vehicles, they are not relevant for everyone. We can do this without any institutional ardor product bias. We produce comprehensive assistance with all aspects of SMSF accounting and administration including: Completion of Annual financial statements and returns, and audit. Preparation of all paperwork (including minutes of meeting, contribution declarations, etc) needed to comply with the apropos Superannuation and Tax laws. We can address these as segment of the Planning process. We can review your existing funds to aid in determining their suitability, including the associated costs and benefits such as insurance, investment options, flexibility and costs. If your like maximum of us, you probably grip benefits across a number of funds, following a change of employment or circumstance As segment of our review, we can help you with consolidating your superannuation benefits under a single fund structure. This can result meaningful cost savings over the lengthy term. The suitability of a fund will very much depend on your individual circumstances. We do not trust in a one fund fits all’ approach. Our integrated tax and superannuation compliance and advisory approach allows us identify strategies which you can undertake now to effectively start planning for retirement at the earliest opportunity. You can begin the planning process by considering: Superannuation contribution strategies, involving the transfer of personally held assets to Super. Our preference is to offer you scaled advice on specific areas that are suitable and pertinent to you now, which will incrementally assist in maximizing your assets and income over the long term. We are all about delivering clear and brief advice to you, rather than developing financial plan documents’ which restrain pages and pages of information which you will probably never have the time or inclination to read in a meaningful manner.
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