Located in the heart of Redcliffe, our team of experienced accountants and financial planners, led by Associate Director, Petrina Stamos offer an extensive suite of services ranging from accounting and taxation, business advisory, financial planning, audit and assurance and self-managed superannuation.
We offer services and insights that empower businesses and individuals to reach their goals. We do this through a proactive understanding of our clients at each stage of their life. We call this our “Lifecycle Approach” and it underpins everything we do. Our integrated approach means you have access to a number of specialist services whenever you need them, all under one roof.
We’re experts in accounting and taxation, providing tailored advice to support individuals, families and businesses to grow their wealth.
No matter where you are in your business journey, we’ve got the expertise and the tools to help you reach your
goals.
We work with you to integrate your financial and lifestyle goals into a single strategy that will create more
freedom of choice.
We provide our clients with an understanding of their finances and risks that can really make a difference.
Setting up your SMSF and providing ongoing support to manage your superannuation the way you want.
Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation.
Superannuation has provided most fund members with stellar returns since last year’s COVID lows. As always though, some funds performed better than others and recent government reforms make it easier to find out how your fund compares.
In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for September 2021.
