Financial Services

Overview

• Budgeting and Cash flow management
• Financial Planning and Investment
• Retirement Planning
• Risk Insurance
• Finance and Loans
• Investment properties
• Superannuation
• Tax and Accounting

Finance Consulting

Residential

• Owner Occupiers
• First Home Buyers
• Residential Mortgages
• Investment Properties
• Offset Loans
• Debt Consolidation & Restructuring

Commercial

• Business Acquisition
• Office Purchases
• Cash Flow Finance
• Motor Vehicle Finance
• Equipment Leasing and Finance
• Development and Mezzanine Loans

Investment Consulting

• Investment Property Structuring
• Property selection
• Property Finance
• Property Management
• Rental Guarantee

Financial Health Check

• Budgeting and Cash Flow Management
• Finance and Lending
• Financial Planning and Investments
• Risk and Insurance Assessment
• Business and Succession Strategies
• Accounting and Tax Planning

Financial planning and investment strategies

• Wealth Accumulation Strategies
• Retirement planning strategies
• Allocated pensions
• Optimal retirement income stream strategies to minimise tax
• Complying pensions and other strategies to reduce RBL issues
• Superannuation contribution levels
• Self-managed superannuation funds
• Rollovers
• Corporate superannuation plans
• Centrelink benefits

Superannuation Consulting

• Preparation of financial statements and tax returns for superannuation funds
• Audits of superannuation funds as required by ATO/APRA
• Self-managed superannuation Taxation provisions applying to superannuation contributions, earnings and eligible termination payments
• Superannuation Industry (Supervision) Act 1993, and related legislation
• Superannuation Contributions Tax Legislation (superannuation surcharge)
• Superannuation Guarantee Charge Act 1992
• Training and seminars
• Investment restrictions for super funds
• Technical analysis of audit programs
• Taxation of super funds, approved deposit funds, and pooled superannuation trusts
• Divorce - how the Family Law Act applies to superannuation
• Structuring superannuation and estate plans for executives
• Reasonable benefit limits in estate planning
• Binding Death Benefit Nominations
• Trust deed reviews
• Fund administration

To discuss any of these services contact:

Alan Mitrovich - Executive Director
amitrovich@moorestephens.com.au

Mike Green - Manager
mgreen@moorestephens.com.au