Investment and Wealth

We can help you structure investments and wealth into vehicles that meet your goals.

For example, you may want to establish a trust to allow your children or family to share in the spoils. You may want to establish a self-managed super fund because you want more control over how your money is invested. In either case, we can help you.

Just like businesses, investment vehicles and super funds need:

• Financial statements prepared
• Income tax returns prepared and lodged

Pricing for setups is the same as Structuring.

Ongoing pricing is the same as Bookkeeping and Year-end compliance.