A&T Joondalup | Accounting & Taxation | Financial Advisers

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Accounting & Tax Advisers Tax & Accounting Business Advice Bookkeeping SMSF

Financial Advisers Insurance Insurance Claims Superannuation Retirement Planning Investments

Accounting & Tax Advisers

Financial Advisers

Our Services

Tax & Accounting

Individual tax returns
Company and Trust tax returns
GST Goods & service tax
BAS Business Activity Statements
IAS Instalment Activity Statements

Business Advice

Tax structuring
Business purchasing & selling assistance
Succession planning
Assistance in due diligence processes
Budgeting & Forecasting

Bookkeeping

Software setup & integration
Data entering / capturing
Payroll setup & ongoing management
Inventory management
BAS / PAYGW

SMSF

SMSF administration & compliance services
SMSF borrowing assistance
Asset acquisition
Transition to retirement & account based pensions
Estate planning

Insurance

Review of existing policies
Life insurance
TPD Total Permanent Disability insurance
Trauma / Critical Illness insurance
Income protection

Insurance Claims

Claim process from start to finish
Determining claim availability
Claims manager available for each claim
Claim proceeds investment advice

Superannuation

Industry, Retail and SMSF Funds
Superannuation health checks on performance & fees
Investment advice
Consolidation of superannuation accounts
Contribution limits

Retirement Planning

Full service retirement planning
Wealth preservation & investment advice
Transition to retirement & account based pensions
Budgeting & forecasting
Government Support entitlements

Investments

Creating your bespoke investment plan
Budgeting & managing cashflow
Asset allocation & investment mix
Tax structuring
Ongoing monitoring of your investments

Contact Us

(08) 9300 2111

Unit 2, 24 Mercer Lane

Joondalup WA 6027

Unit 2, 24 Mercer Ln
Joondalup, WA