Financial Planning 

Get life changing Financial Advice!

Self Managed Funds and Superannuation Planning

 

Acquira Wealth Partners can assist in the setup of a Self-Managed Superannuation Fund ensuring that the relevant deeds are created depending on your requirements. They can also assist with borrowing through your superfund through a Bare Trust and ensure that your fund is set up to meet your needs.

 

Come and discuss what investment options you have available andfind the right choices to suit your goals.

Retirement Planning Strategies

A goal that everyone should pursue is to be financially free. There are many strategies that will help you achieve this goal and often a combination of financial planning strategies, along with good legal and tax advice will be the key.

Investment and Tax Planning

 

The role of planning is to help you understand your current position, define your goals – or where you want to be and set out the action steps to get there. It provides a clear focus for the many decisions that will need to be made.

 

Strategy is simply doing things smartly. Simple things like considering who should own an investment; individually, jointly, company, trusts or superannuation can make a big difference, not only during the investment but importantly when you come to sell. More complex issues like gearing, using superannuation smartly and other strategies can save you (and your estate) significant amounts of tax and help build your wealth to achieve your goals.

 

It is important when developing a taxation strategy not to get caught up with doing something simply for a “tax deduction”. There are many good investments that provide tax benefits and when these are integrated into your overall financial plan you can gain maximum benefits.

We go a step beyond traditional accounting practices

Delivering added value with a range of additional services

Notice

The information contained in this website by Dignan Stephens Accountants is for general information purposes only. While we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website.

Liability Limited by a scheme approved under Professional Standards Legislation.

2018 Grow Advisory Group

We go a step beyond traditional accounting practices

Delivering added value with a range of additional services