Financial Administration

FInancial Advisory

We believe wealth planning is an ongoing process, and that your wealth plan should evolve to account your changing personal objectives, career changes, family needs and tax position.

We offer ongoing support and financial advice, including:

• Annual updates to financial model
• Periodic meetings to update financial plans
• Ad-hoc queries
• End of year tax planning

Portfolio Management

All types of investments require some ongoing administration and management to ensure records are up-to-date and to keep you updated on their performance.

We can help you with managing your investment portfolio, including:

• Ongoing portfolio administration
• Quarterly performance reporting
• Share registry management
• Tracking capital gains & dividends

SMSF Administration

Some of our clients find an SMSF (Self Managed Super Fund) is a beneficial structure to help achieve their financial goals. Despite the costs and effort of administration, an SMSF can provide greater flexibility in investment management and estate planning.

We can help you administering your SMSF, including:

• establishing the trust and trustee company (if applicable)
• trust accounting
• company ASIC report
• SMSF financial reporting
• annual SMSF tax returns