| Personal
Services
At Account Invest, our clients and their financial well-being
is extremely important to us. Our services and advice
are catered towards meeting your individual needs and
circumstances.
Our tax services include:
 |
Legal tax minimisation planning |
|
Preparation of taxation returns for individuals,
partnerships, trusts and companies |
|
Expert advice on all aspects of income tax including
deductibility of expenses, capital gains issues,
negative gearing, superannuation,
DIY
superannuation and salary
packaging aimed at minimising tax and putting
more money in your pocket. |
We offer estate
planning services:
Did you know that over 40% of people today die without
a legal Will? Without proper estate planning, you could
be leaving behind your debts and disorganised affairs
to your loved ones. Talk to us today about:
|
Minimising taxation when distributing your estate |
|
Lowering tax for your dependents on death using
Testamentary Trusts |
|
Review of your needs in relation to wills, enduring
powers of attorney, and wealth
protection |
|
Review of your affairs to consider security, control,
and inheritance |
|
You now have access to a range of professional
Online
Will Kit. |
Account Invest
is uniquely positioned to provide you with Total Financial
Care.
We offer a
FREE Initial, No Obligation Consultation!
Contact
us today for a no obligation and cost free, initial
introduction to our financial planning services. This
free introduction will not include specific financial
planning advice or a Statement of Advice, but will help
you decide whether the services we offer are right for
your needs.* Read our client
testimonials.
*This free consultation does not
include tax and accounting services. |
