Financial Planning
 Accountants.com.au provides preparation of financial plans and advice on investing in direct products and managed funds.
We also provide advice on setting up DIY superannuation funds and investing your super funds for wealth creation.
As an investment advisor we can obtain finance, either commercial or personal, for a client through a trusted and street-wise finance consultant. Specialised risk insurance advice can be provided via specialised risk insurance consultants the company works with on a regular basis.
We also provide quarterly or six monthly reviews depending on the client’s particular requirements.
Today, the spread of financial products available in the market place is almost limitless. But which options are very risky? Which provide the most stable opportunities? What’s the right mix for you?
Rushing in without good advice can be extremely costly.
Accountants.com.au can offer you access to a broad spread of opportunities - Direct shares and managed funds, superannuation, tax effective investments, salary packaging.
We also provide clients with the following -
- Regular reviews of investment portfolios for clients in the light of changing market conditions.
- Estate planning advice for clients to avoid beneficiary disputes.
- Business succession planning for clients by developing an exit strategy and implementing tax effective remuneration plans for key staff. Consulting and locating private equity investors.
- Advice on the new super rules for the implementation of tax effective pension schemes for over 50s clients.
- Advice on implementing borrowing strategies for DIY super funds to purchase investment assets.
FAQ’s
Financial Planning/Estate Planning/Business succession – Five Most Frequently Asked Questions
What is your view of the markets?
The company gives its clients regular up to date advice based upon daily independent research. The company reviews other advice from its broker but always interprets it against an independent yardstick.
How can I protect my assets for the family from being destroyed by divisive beneficiary disputes?
The company reviews the clients existing wills and superannuation funds and ensures that there are provisions which clearly offer procedures and structures to ensure that all beneficiaries are treated in an equitable manner.
If the documents are inadequate then the company works closely with an expert tax/estate legal firm to amend the documents (i.e. wills and superannuation fund deeds)to ensure maximum protection from beneficiary disputes.
Are you just going to put me into managed funds and indexed funds?
No, the company’s approach is to also offer investment advice on establishing investment portfolios containing direct investments. It is a registered proper authority holder with a reputable independent dealer group and able to give independent investment advice.
How can I use the new super laws to accelerate the growth of the asset base in my DIY super fund?
The company offers advice regarding how the super fund can borrow to purchase eligible investment assets under strict guidelines determined by the Australian Tax Office – these new laws were passed by the Federal Parliament in September 2007.
What happens if I get sick and am unable to work?
The company assesses the clients’ exposure to this situation as part of its first complimentary interview with the client in the financial planning process. | 
