Our Services
TAX
Our taxation services include:
- Tax compliance
- Preparation of personal, companies, trusts and self managed superannuation funds tax returns
- Preparation of Income Activity Statements and Business Activity Statements
- Preparation of Fringe Benefits Tax
- Tax planning
- Advice on business and investment structures
- Tax effective investments
- Advice on capital gains tax and estate matters
ACCOUNTING
Our Accounting services include:
- Preparation of financial statements
- Management of payroll and payment summaries
- Advice on record keeping requirements
- Cash flow, budgeting and reporting
- Bookkeeping
- Tender document and export grants preparation
- Advice on divestments, mergers and acquisitions
FINANCIAL PLANNING
Clarendon Partners is a corporate authorised representative No 340703 and Nuno Godinho CPA (FPS) is an authorised representative No 238836 of Private Wealth Pty Ltd, holder of Australian Financial Services Licence Number 320404.
Private Wealth was formed by a group of like minded advisers who are experts in the field of strategic advice and leading financial solutions to help their clients growth their wealth.
Private Wealth is an independently owned and operated Australian Financial Services Licensee that has no bank, investment fund manager or insurance company ownership.
Documents
- Financial Services Guide
- What a Financial Planner can do for you
- Privacy policy
- Investment Risk Profile
- Confidential Data Questionnaire
Our Financial Planning services include:
- Investment strategy
- Investment tracking, reporting and review
- Wealth accumulation
- Portfolio diversification,management and protection
- Retirement planning
- Maximise income from investments
- Risk profiling and management
- Separation of personal and business wealth
- Tax effective investments
- Estate planning
- Funding children and grandchildren education
- Margin Lending and gearing
For information on our fees please refer to our Financial Services Guide...
SUPERANNUATION
Our superannuation services include:
- Self managed superannuation funds
- Establishment of superannuation funds
- Preparation of financial statements
- Preparation of member statements
- Independent Auditing of financial statements
- Preparation of income tax returns
- Establishment of retirement income streams including pensions
- Development of individual investment strategies
- Leverage within superannuation, including Instalment Warrants
- Advice on management
- Member insurances
- Estate planning and asset protection strategies
- Superannuation choice
- Advice on maximum tax deductible contributions
- Transition to Retirement Strategies
- Superannuation co-contribution
- Superannuation consolidation
EMPLOYEE SHARE PLANS AND EXECUTIVE OPTION PLANS
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Advice on tax treatment of Executive/ Employee Share and Option Plans
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Advice on strategies to fund the exercise of options
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Advice on the implications of redundancy, retrenchment and resignation.
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Risk Management strategies including the use of Zero Cost Collars, to lock in gains
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Cash flow projections
FINANCE
Our services include facilitation and or referrals to experienced mortgage and finance brokers, in relation to:
- Mortgages
- Purchase of new home or weekender
- Purchase of investment property
- Purchase of commercial property
- Leases, Commercial Hire Purchase and Chattel Mortgages
- Motor vehicle business use
- Plant and equipment
- Margin lending and capital protection in structured products
CASH FLOW MANAGEMENT
Preparation of Cash flow models to identify finance needs or opportunities to invest, or corrective needs.
Regular monitoring of projected cash flows.
Projections under different assumptions to identify stress points and action required.