Accountants and tax agents, Small Business, Self Managed Superannuation Funds, Business Advice, Budgets, Cash Flow projections.
Are you a small business that needs advice to run successfully? I have over 15 years Australian experience! Are you too busy to go see your Accountant? I will come and see you!!! Do you need Business Advice, Budgets, Cash flow projections, Financial Accounts, Small Managed Superfunds, Tax Returns, Business Activity Statements, and ASIC Compliance done? I provide all these services! Together we can seek ways to improve your business.
SMSF's
I have successfully completed the SMSF Specialisation course and exam set by UNSW Australian School of Business giving you confidence in my SMSF credentials. I am now a CPA SMSF Specialist and ASIC Limited Licence holder. Self-Managed Superfunds (SMSFs) are playing an increasingly important role in the super system.
SMSFs are not suitable for everyone and you should think carefully before deciding to set one up. There are restrictions to when you may withdraw funds from your SMSF. Your SMSF also needs to meet the Sole purpose test of savings for your retirement.
To assist you in successfully running your SMSF (Self- Managed Superannuation Fund) you need advisors to assist you. I am a Certified Practising Accountant and Registered Tax Agent specialising in SMSFs having worked with SMSFs for over 15 years.
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West Pennant Hills, NSW, 2125
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