As one of Australia first truly holistic financial planners practices, we can also provide our clients with accountancy services.
As a part of our financial planning services provided through our advisors, we take into account taxation as well as investment factors in the advice that we provide. In addition to this we can also provide taxation and other accountancy services under the same roof at very competitive rates for individuals, small business and companies.
The advantages to our clients include having their Universal financial advisor as a "go between", assisting them in interacting with their accountant, providing documentation and explaining things to both the accountant and clients.
The available services include:
- Personal Income Tax Return preparation and lodgment.
- Bookkeeping services.
- Auditing and administration functions for trusts, companies and superannuation funds.
- 221D and other taxation issues required to maximise investment returns.
Having all of your financial planning and accounting needs handled under the one roof saves time and money, and it makes good cents.
Plus, if you are an existing client of Universal Financial Planning under the Wealth Creation Program you will enjoy reduced accountancy fees each year.
Find out more of how we can benefit you:
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