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Individual Clients

Preparation of Management Financial Statements, Annual Financial Statements BAS, IAS and Income Tax returns.

Develop and implement wealth creation strategies for long term retirement planning.

Debt extinguishing.

Estate and wealth preservation planning.

Funding children through schools, university, their earlier years of adulthood, cohabitation, marriage and divorce.

Moving where possible interest expense on family homes from a private to a business expense and therefore making the interest tax deductible.