• Do you want financial advice from a self licensed firm charging fee-for-service?
• Do you want to have a long term investment plan that avoids unnecessary risks?
• Do you want your SMSF looked after professionally and efficiently?
• Do you want specialist strategic advice for your SMSF?
• Do you want help with your wills and estate planning?
• Do you want advice on the best tax structures for your situation?
• Do you want advice how to minimise your tax?
• Do you want a set fee for looking after your BAS’s and Tax returns?

The Palm Beach, Gold Coast, practice provides fully integrated Financial Services, where you can have peace of mind and trust that you are dealing with a “full service CPA firm” that can also deliver financial planning advice and products under its own AFS Licence.

Specialising in Self Managed Super Fund administration and advice, while also providing Life Insurance and Finance Broking services, we have 3 authorised representatives in our financial planning division offering holistic advice, strategies and products to all our clients.

The Accounting and Tax part of our practice has been offering specialist tax planning, structural advice and Small Medium Enterprise accounting and bookkeeping assistance for the last 19 years. Our four qualified accountants are either CPA’s or heading for that qualification, and the firm is licenced by the CPA to operate as a Public Practice.

Two of the three Directors are members of the AICD and can give advice as to how best fill the role of Director and how to ensure you are effective in giving leadership to your company in these testing times.

Corporate Affairs services are also offered to take the worry out of maintaining your Company Register and undertake share transfers, changes in Directors and other more complex matters.