Accounting for investors

When it comes to finance, that’s even harder. Why? 

It’s so confusing to know who does what, why and when to approach them. For example:

1. An accountant can help you set up an SMSF, but so can a financial adviser. 
2. An accountant can answer specific questions about your tax position on the first phone call, but an adviser cannot. 
3. A mortgage broker can help you get a home loan, but can accountant may be needed to give the bank what it needs.
4. Retirement is the domain of financial advisers, but can accountants can also explain and calculate your contributions to Super.
5. And basically no single profession is great at doing all of them. 

That’s where we come in. To get matched with our accounting specialists, you can use the form below, test drive their services with a free call, and understand who you need in your corner. 

Whether you’re an ETF or share market investor doing a tax return, want to contribute to Super for retirement, planning to set up (or close down) a Self-Managed Super Fund (SMSF), want advice on a property sale, or need some help transitioning out of your business, our experts can help. 

Use the form below to book in a free call with our trusted accounting experts.