The TOP 10 BEST Superannuation - Self Managed & Funds in Charlestown NSW
Top Charlestown NSW 2290 Superannuation - Self Managed & Funds
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Merry Christmas! We will be closed from Thursday 21st of Demeber at 5:15pm and reopening Monday 8th of January at 8:45am
cl968gqnq000z09l24uza2mga 2022 Tax matters - individuals, business & SMSFs
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We are ready and able to assist taxpayers with preparation and lodgement of their 2022 tax returns (and can attend to any outstanding lodgements as well). Our contact information is listed above, and we welcome new individual and business clients, and also cliets with Self-managed superannuation funds.
Need an affordable superannuation - self managed & fund open now? These 44 results near you are waiting for your call. Here are our top Charlestown Superannuation - Self Managed & Funds with reviews & ratings.
4.3 (3)
Open
Unit 2 50 Regent St, New Lambton NSW
JBG Accounting Pty Ltd Quick Info
Small business accounting
Self managed super funds accounting
Bookkeeping
Tax services
Services
Small business accounting
Business structures & advice
Accounting software installation & training
GST services
PAYG withholding services
Reckon software installation & training
Xero software installation & training
Self managed super funds accounting
MYOB software
Bookkeeping
Tax services
Finance & loans
BAS preparation & lodgements
Business financial statements
Professional external accountants & financial advisers
About
When you need help with your tax returns, call JBG Accounting in Newcastle. Our accounting firm has been assisting clients with their finances since 2004. With a focus on client rental properties and the myriad of capital gains issues, as well as tax matters. We also focus on small business accounting, lodging and advising on appropriate business structures. At JBG Accounting we prepare and lodge over 1,000 personal tax returns each year. We also manage 140+ companies, 30+ trusts, 30+ self-managed superannuation funds, and 40+ sole traders and partnerships. JBG Accounting are users and promoters of Reckon and Xero Accounting software, and can provide installation and training as required. Most of our clients use these programs to manage their accounting and GST efficiently. If you need help with your accounting and tax needs, call us today to book an appointment. We can come to your home or business for your convenience.
K
K
8 years ago
JBG Accounting and or John are just brilliant he has saved us so many times when it comes to tax time, professional and honest very reliable to do the best job for our business. Highly recommending this service thanks.
Closed
18 Elsworth Pde, Merewether Heights NSW
Desley Brunette Chartered Accountant Quick Info
Products
Activity Statements
Business Activity Statements
Services
Accounting
Taxation
Self Managed Superannuation
Business Advisory
About
My business strives to assist businesses and individuals grow their wealth. This is often done via Superannuation and, with approximately 14 years experience in the superannuation industry and a keen interest in this ever changing environment, I can help you navigate this area in particular to maximise those opportunities available. I have also assisted businesses in developing management tools to assist them in managing their environment. This has freed up valuable time to develop and grow their business. Of course, my business also offers a complete service with regard to the preparation and lodgement of Tax returns and activity statements as the need arises including liaising with the Tax office where necessary. My aim is to provide a complete solution to you. I provide services to clients all over Newcastle including Merewether, Charlestown, Kotara, Adamstown, Mayfield, Wallsend, Belmont, Glendale, Broadmeadow, New Lambton, Lambton and The Junction.
J
John
8 years ago
Well getting slowly ready for the dreaded time once again, getting everything in order for the accountant, never ending but have to do it don't won't to pay them to much, Desley is wonderful very good at returning money to me see you soon.
Closed
Lvl 1/83 Beaumont St, Hamilton NSW
The Garis Group Quick Info
Business Accounting
Health Industry Accounting
Trades & Construction Accounting
Professional Services
Services
Business Growth & Advisory Services
Business & Personal Accounting Services
Tax Returns
Property Investment Services
Estate Planning
Financial Statements Preparations
Self Managed Superfund Services
Bookkeeping & Compliance Services
Retirement & Succession Planning Services
Access To A Hospitality Specialist For Business Strategy & Advice
Industry Specialisation For NDIS & Allied Health Sector
Industry Specialisation For The Construction & Building Sector
Business Accounting
Health Industry Accounting
Trades & Construction Accounting
Professional Services
Accountants & Professionals
Hospitality Accounting
Tourism Accounting
Self-Managed Super Fund Management
Commercial Accounting
Financial Planning
Cashflow Management
ATO Lodgement Assistance
Xero Software Setup
Business Tax Planning
About
Newcastle Accountants, The Garis Group, is a professional family owned and operated financial services firm that aims to build a strong and continuous relationship with our clients built on our valuable, personal, technical and knowledgeable expertise. We help create a beautiful financial future for our clients, their families and the people around them so that together we create a huge and lasting impact in our world. We are experienced individual tax agents and small business accountants with over 25 years of service in Hamilton, Newcastle, the Hunter Valley and beyond. Our team is committed to building a financial services firm that our friends and family would choose and recommend.
Closed
2 Dick Street, Newcastle West NSW
In Financial Services Quick Info
Mortgage Brokers
First Home Buyers
Highly Experienced Team
Purchase A Home
Services
Mortgage Brokers
First Home Buyers
Highly Experienced Team
Purchase A Home
Regional First Home Buyer Guarantee
First Home Guarantee
Family Home Guarantee
First Home Buyer Choice
Refinance
Free Discovery Meeting
Debt Consolidations
Investment Loans
SMSF Loans
Comprehensive Options Covering All Major Lenders
Tailored Guidance for You as an Individual
Complete Care From Start To Finish
Personalised Guidance
Inspiring Success
Trusted Mortgage Brokers
Property Investments
About
We’re on a mission to inspire savvy locals to use property to successfully grow their net worth. Whether you are just getting started in the property market or looking to grow your property portfolio, our team of experts are here to support you every step of the way.
Closed
123 Financial Planners Quick Info
Services
Financial Planning
Personal Risk Advice
Financial Investment Planning
Superannuation
Self-Managed Super Funds (SMSF)
Finance and Loan Services
Debt Management Services
Estate Planning Services
Money Management Services
Retirement Planning Services
3/139 Pacific Hwy, Charlestown NSW
Closed
Bridges Charlestown Quick Info
Services
Financial planning
Superannuation strategies
Retirement planning
Investment strategies
Personal insurance
Stockbroking
ASX Participant
199 Pacific Hwy, Charlestown NSW
Open 24 Hrs
HLOANS Quick Info
Home Loans
Advice
Property
Finances
Products
Home loans
Investment loans
SMSF
Services
Mortgage consultant
Mortgage broker services
Financial planning services
Property profiles
Insurance services
Residential & investment properties
Self managed super fund experts
Available seven days at your home or our office
Hassle-free loan process
Home Loans
Advice
Property
Finances
About
Are you searching for high quality mortgage broking services in Newcastle? Preparing to buy your first home or investment property? HLOANS can help you make your dreams a reality. We provide you with the best loan to suit your individual needs, budget and requirements. Our experts take the stress and hassle out of taking out a loan or mortgage by providing mortgage broking, financial planning, property profiles and mortgage insurance services. We search for the best deal among current nation-wide mortgage plans. Spend less time with your head in your accounts and books, and more time planning your new move with our hassle-free loan processes. From the time you lodge your application, to the approval�our mortgage brokers will be there for the whole process. Don't have time to come to our office? We can come directly to you! Call HLOANS in Newcastle today. We are affiliated with all major banks but work only for you.
300 Charlestown Rd, CHARLESTOWN NSW
Closed
Heights Accounting Quick Info
Accounting
Bookkeeping
Self Managed Superannuation Administration
BAS/IAS Preparation
Services
Tax Services
Business Consulting
Business Coaching
Accounting
Bookkeeping
Individual Tax Return
Payroll Management
Self Managed Superannuation Administration
Reporting
Quarterly Advice
BAS/IAS Preparation
About
Heights Accounting focuses on providing holistic, personalised advice to help you achieve your business and personal goals. I know every business and person requires a tailored service – from an individual tax return to a complete end-to-end solution. I believe you should know exactly what you are getting and for how much, so I offer a fixed price transparent billing system.
63 Ridley Street, Charlestown NSW
Closed
KLM Accountants Quick Info
Products
Statements of Advice (SOA)
Insurance Information
Services
Business Advisory Services
Financial Planning
Audit and Assurance
Business Accounting and Taxation
Self Managed Superannuation
Personal Accounting and Taxation
SMSF Specialist
MYOB
Chartered Accountants
Xero
313 Charlestown Rd, Charlestown NSW
1 (1)
Closed
Nationwide Super Quick Info
Services
Superannuation
Insurance Cover
Investment advice
About
Nationwide Super is a multi-industry fund, meaning it doesn't matter which industry you are employed in, you can keep your super with NSF. NSF offers members strong long-term returns and a competitive fee structure, returning all profits to its members.
250 Pacific Hwy, Charlestown NSW
Closed
Sandringham Wealth Quick Info
Services
Financial Planning
Cashflow
Budgeting
Strategic Advice
Wealth Accumulation
Superannuation
Retirement Planning
Plan B - Insurance
3 Hopetoun Street, Charlestown NSW
Magnetic Wealth Quick Info
Services
Superannuation Advice
Self Managed Superannuation Funds
Wealth Creation
Debt Reduction
Investment Planning
Business Succession Planning
Salary Packaging Advice
Budgeting & Goal Setting
Gearing Strategies
Retirement Planning
Estate Planning
Aged Care Planning
Income Protection Insurance
Life Insurance
Total & Permanent Disability Insurance
Trauma Insurance
Risk & Insurance Analysis
48 Fryberg St, New Lambton NSW
View Charlestown Superannuation - Self Managed & Funds Businesses Below
Closed
Think Financial Advice Pty Ltd Quick Info
Services
Financial Advice
Superannuation Assistance
Retirement Planning
Debt Management
3/74 Park Ave, Kotara NSW
Closed
Key Financial Planning Quick Info
Services
Retirement planning
Superannuation advice
Life insurance
Income protection
Wealth creation
Mortgage advice
Financial planning
9/87 King St, Warners Bay NSW
Closed
Lifespan Financial Planning Quick Info
Products
Broad Range of Investment Products
Retirement Products
Loans
Health Fund
Services
Providers of Independent Advice on Financial & Life Planning to Clients
Facilitators of Loans For Cars & Homes
Financial Risk Managers
To provide Financial life management advice & personal service
No connection to banks & large institution
About
Financial Planner. Loan Facilitators. Facilitators of the Purchasing & Selling of Shares. Life Insurance.
17 Marianne St, Cardiff NSW
Closed
Low Brenda Margaret - Accountant Quick Info
Products
Taxation
Accounting
Superfunds
Services
Providing Financial Services to:
Business
Individuals
All SMSF Funds
Facilitate sale/purchase of shares
Small business Services
Taxation
Superannuation Funds
17 Marianne St, Cardiff NSW
Closed
Progressive Financial Planners Quick Info
Services
Financial planning
Getting married
Becoming a parent
Becoming your own boss
Educating your kids
Buying your first home
Buying an investment property
Getting your super sorted
Getting divorced
Saving for something special
A sudden windfall
Seeking financial freedom
Planning for retirement
Super for your staff
Super choice
Taking a redundancy
Preparing for aged care
45 King St, Warners Bay NSW
Closed
Pye Financial Services Quick Info
Retirement Planning
Financial Planning
Small Business Advice
Banking Solutions
Services
Retirement Planning
Financial Planning
Small Business Advice
Banking Solutions
Investment Planning
Inheritance Advice
Self Managed & Funds
Property Investment Advice
Divorce Financial Planning
Life Insurance Planning
Budget Management
Marriage Financial Advice
About
Pye Financial Group. As your Financial Advisor, we are committed to helping you take control of your planning and find peace of mind that comes with building a secure financial future. Our focus is on establishing long term relationships that are based upon the understanding of where you are now, and where you want to be in achieving your goals. We can provide ongoing guidance and qualified advice in the following areas; Investment Advice, Superannuation including Self Managed Super Funds, Retirement Planning, Centrelink advice, Cash Flow & Budgeting, Debt Consolidation, Wealth Creation, Home Loans, Personal Insurances and Personal Banking.
19 Marianne St, Cardiff NSW
Closed
Fiducian Financial Services Hunter Quick Info
Services
Financial Advice
Investments
Superannuation
Business Solutions
178 Brunker Rd, Adamstown NSW
Closed
Hunter FP New Lambton Quick Info
Services
Financial Planning
Superannuation Advice including SMSF's
Investment Strategy & Advice
Personal Insurance & Asset Protection
Retirement Planning
4 Cromwell St, New Lambton NSW
Closed
Aspira Business & Financial Services Quick Info
Services
Business Advisory
Financial Advisor
Accounting and Tax
Mortgage and Finance
Legal and Estate Planning
Property and Investments
Superannuation and Retirement
Insurance
Advisers on a no obligation - no cost initial consultation basis.
116/10 Kenrick St, The Junction NSW
Closed
Bale Boshev Lawyers Hamilton Quick Info
Workers Compensation Law
Family Law
Wills & Estates
Medical Negligence Law
Services
Workers Compensation Law
Family Law
Wills & Estates
Medical Negligence Law
Public Liability Law
Motor Accident Law
Conveyancing
Business Law
Commercial Law
Superannuation/Permanent Disability Claims
Divorce Law
Property Settlement
Binding Financial Agreements
Parenting Arrangements
Draft & Revoke Powers of Attorney
Draft & Revoke Enduring Guardian Documents
Assist With Letters of Administration
Property Damage Claims
Work Break & Journey Claims
Hearing Impairment Claims
Uninsured Employer Claims
Exempt Work Claims
Free Case Assessment & Consultation
Building Law
Construction Law
Floor 1/60-62 Beaumont Street, Hamilton NSW
Closed
Braeside Wealth Quick Info
Services
Organise your money
Protecting your family and lifestyle
Building wealth
Make the most of your super
Getting ready for retirement
1/61 Stewart Ave, Hamilton South NSW
Closed
Collective Financial Partners Boolaroo Quick Info
Accounting
Individuals & Businesses Wealth Management
Lending, Insurance & Financial Advice
Investment Services
Services
Accounting
Business Advisory
Individuals & Businesses Wealth Management
Lending, Insurance & Financial Advice
Investment Services
Superannuation Advice
Estate Planning
Asset Protection
Family Business Services
Planning Succession
Comprehensive Business Valuation Services
Cashflow & Tax Perspective
Retirement Planning Advice
Aged Care Financial Planning
Portfolio Administration
Personal Taxation
Business Taxation
Audit Services
Virtual CFO Services
Loans & Lending Services
Home Loans
Business Loans
Commercial Loans
Equipment Finance
Self-Managed Super Fund Loans
About
We are accountants, financial planners, tax advisors and business strategists whose aim is to help you achieve financial success. Our advisory services are an extremely valuable part of what we do, giving you guidance to effectively manage your finances, develop an effective tax strategy or increase your future profits. Created in 2021, Collective Financial Partners is the result of the combination of two successful businesses – Bridges Lake Macquarie and WP Partners – to become a united independent brand. Collective Financial Partners will offer you more options, additional expertise, and further benefits, as well as the same financial specialists that you’ve become so familiar with. With offices based in Boolaroo and Thornton, we aspire to provide a range of services and quality experience that is in line with your unique financial needs and reflects the communities we operate within.
34 Main Road, Boolaroo NSW
Closed
Elliot Watson Financial Planning Quick Info
Services
Superannuation & SMSF
Investment Planning & Wealth Creation
Personal Insurance
Aged Care Financial Advice
Estate Planning
Budgeting & Cash Flow Management
Capital Growth & Income Generation
Debt Management & Mortgage Advice
Starting Out
Pre-retirees
5/19 Kenrick St, The Junction NSW
Closed
Hart Accountants Quick Info
Services
Business Advisory
Superannuation
Retirement
Tax & Accounting
Mortgage and finance
Financial Accounting
Reporting
Personal Tax
Corporate Tax
Capital Gains Tax
Business Activity Statements
Fringe Benefits Tax
Business Coaching
Business Finance Management
Compliance Obligations Checks
Preparing Financial Statements
Tax-Effective Business Structures
Annual Reporting
Cash Flow Management
Corporate Compliances
Structuring Services
Level 1/196 Union Street, Newcastle NSW
Closed
Lumaire Wealth Quick Info
Services
Financial Planning
Savings
Budgeting
Superannuation
Wealth Creation
Insurance
Borrowing to invest
Retirement Planning
142 Union St, The Junction NSW
5 (3)
Closed
Newcastle Financial Planning Group Quick Info
Services
Superannuation
Asset & wealth protection (Insurance)
Retirement planning
Estate planning
Debt reduction
Cash flow management
Investment planning
Centrelink planning & Assistance
Experienced adviser & administration team
Face to face approach
In depth product knowledge
About
Our team of Advisers look at financial planning differently to most firms. We don't tell you what you can achieve or where you can get financially. Instead we listen to what your goals and passions are and work with you to create advice solutions and a financial plan tailored to your lifestyle. Our focus is realising your dreams and lifestyle aspirations. We want you to wake up each morning feeling confident you have a financial plan to stay on track and get you where you want to be. Are you on the right financial path? Why not get started with a free session to develop your financial roadmap?
J
Julie
6 years ago
A very friendly team who puts their clients needs first. Highly recommend.
15 Kenrick St, The Junction NSW
4 (1)
Closed
Novatax Financial Planners Quick Info
Services
Investing
Superannuation
Life Insurance
Retirement Planning
Tax Planning
Estate Planning
TB
Tory B
8 years ago
Novatax Financial Planners is a brilliant company! Staff will provide sound advice and work towards creating a long-term partnership with confident clients. The Novatax team will listen to your needs and take the time to explain and simplify what can be really complicated financial jargon.
4/102 Glebe Rd, The Junction NSW
Closed
Pinnacle Financial & Investment Services Quick Info
Services
Retirement planning
Financial planning
Small business advice
Banking solutions
Investment planning
Superannuation
Estate planning
Salary packaging
Wealth management
Debt management
Wealth protection
Free no obligation initial consultation
130 Tudor St, Hamilton NSW
Closed
Pivotal Financial Planning Quick Info
Services
Financial Planning
Retirement Planning
Self Managed Super
Wealth Creation
Wealth Protection
Business Protection
7/102 Glebe Rd, The Junction NSW
Closed
Shine Lawyers Newcastle Quick Info
Services
Public Liability Claims
Class Action Claims
Superannuation & TPD Claims
General Compensation Claims
Wills & Estate Claims
Employment Law Claims
Abuse Law
Personal Injury Law
Product Liability Claims
Professional Negligence claims
Compensation Lawyers
Motor Vehicle & Car Accident Lawyers
Commercial Litigation
WorkCover Lawyers
Mental, Physical & Sexual Abuse Lawyers
Disaster Insurance Recovery
Pedestrian Compensations
Environmental Lawyers
Home & Contents Insurance Lawyers
Business Interruption Insurance Lawyers
77 Tudor Street, Hamilton NSW
Explore Charlestown Superannuation - Self Managed & Funds Services Near You
Closed
Velich Advisory Quick Info
Services
Accounting & Tax
Business Advisory
Self Managed Super Funds
Allied Health Business Consulting
Construction & Trade Business Consulting
Succession Planning
Estate Planning
Asset Protection
Tax Advices
Xero Training
Comprehensive Planning & Advices
Innovative Solutions
Trusted Advisors
Community Focussed
Proactive Advices
Suite 1/7 Stewart Avenue, Hamilton East NSW
Closed
Waterford Financial Services Quick Info
Services
Financial Planning
Investment Services
Superannuation Services
Insurance Services
75 Tudor St, Hamilton NSW
5 (8)
Closed
Account Aspects Quick Info
Services
Bookkeeping
Payroll Services
BAS Agents
General Accounting
Taxation Services
Bespoke Training
Taxable Payments Annual Report
Business Support
Financial Management
Xero Setup Training
ServiceM8 Setup Training
Addon Software Services
Cashflow Management
Debtor Management
Bank Reconciliation
Accounts Payable
Accounts Receivable
Payroll Tax
End Of Year Reconciliation
Unlimited email Support
Financial Analysis
Management Reporting
Budgeting
Superannuation
Transaction Compliance
Transaction Reconciliation
About
Communication and putting systems into action is the key to our success. Account Aspects bookkeeping services include goal setting, management reporting, accounts receivable and payable, payroll, compliance and BAS preparation and lodgement. Account Aspects have embraced cloud-technology and use Xero to manage the needs of many their clients. The team are qualified Xero certified Bookkeepers and are able to seamlessly transfer businesses by setting up their accounts accurately, customising their chart of accounts and importing opening balances, including accounts receivable and payable.
KM
Kathleen Mayora
1 year ago
Lyn from Account Aspects was nothing short of amazing! From start to finish she was so easy to communicate with, extremely efficient and an absolute pleasure to work with. She’s has been imperative in starting up all my accounting for my new business, I’m grateful for all of her support. She is a wealth of knowledge and I couldn’t be happier. Would recommend to anyone and everyone, 10000/10!!!
374 Pacific Highway, Belmont NSW
Closed
Lush Wealth - Previously Serendipity Wealth Advisors Quick Info
Services
Financial Planning
Superannuation Advice & Management
Retirement
Investment
Insurance & Wealth Protection
Specific advice for members of Australia's Defence Force
About
Work out what your retirement number is and how to hit it. Reduce your workdays from 5 to 4 then 4 to 3 and have more time for your life. If you’re a woman in Australia and you’re ready to get all the clarity you need around managing your finances, work with me to take control of your money and learn how to make financial decisions with ease and confidence. ARE YOU SCARED OF MAKING A MISTAKE WITH YOUR MONEY? As an Australian woman in 2022, you probably feel like you’re doing it all. You’ve got a busy job, or a demanding business, you’re looking after your family, trying to stay in touch with your friends, keep up with medical appointments - oh and, you know, squeeze in the odd haircut if you’re lucky. You’re juggling so many balls, spinning all the plates, and the reality is - the last thing you’ve got time for is to develop your long-term financial strategy. On top of that, society has conditioned women to think that attracting money into their life is difficult, and they’re selfish and greedy for prioritising having a lot of money and feeling abundant. Frankly, as an independent, modern-day Aussie woman, you’re sick and tired of it. And you want managing money to be easy, free-flowing, and fun. WHAT DO YOU NEED HELP WITH? ✔️Retirement Planning ✔️Superannuation Strategy ✔️Investment Strategy ✔️Cash Flow Management ✔️Insurance & Asset Protection ✔️Tax Minimisation ✔️Debt Management WHAT I OFFER ✅ A high-touch, caring service that empowers you to make your own financial decisions with the safety net of all the up-to-date financial knowledge and strategy to back you up. ✅ Worry-free, guilt-free time to spend with your family - and on yourself - knowing your ducks are in a row with your finances. ✅ Full clarity around the boring stuff like super, insurance, and tax - and confidence that you can meet your future financial goals. Best financial advice Newcastle. Financial Planning Newcastle. Financial Planner. Financial Advisor
144 Parry Street, Newcastle West NSW
Closed
Nova Business Professionals Quick Info
Services
Coaching & mentoring
Business training course
Taxation planning
Wealth creation & SMSFs
Systems development
Management reporting
General book keeping
Superannuation advising
About
Nova Business Professionals provide accounting services, and, as mentors, trainers and taxation advisors, offer Nova Business Plan and business start up training, investment training and taxation planning.
5 Hudson St, Hamilton NSW
Closed
RM Insurance Brokers Quick Info
Services
Marine Insurance
Small Business Insurance
Liability Insurance
Farm Insurance
Domestic Insurance
Self-Managed Super
Financial Planning
Investment Advice
Direct Shares
Managed Funds
Self Funded Pensions
Account Based Pensions
Allocated Pensions
Fixed Term Pensions
About
RM Superannuation Services Pty Ltd provides self managed superannuation to their clients in the Newcastle and surrounding areas.
184 Parry St, Newcastle West NSW
Closed
SMSF Accountants Newcastle Quick Info
Services
SMSF Accounting Services
SMSF Audit
SMSF Setup
SMSF Tax Return
SMSF Wind Up
1 Tudor St, Newcastle West NSW
Closed
Value Wealth Quick Info
Financial Planning
Lending Services
Services
Financial Planning
Lending Services
Retirement Planning
Home Loans
Estate Planning
Self-Managed Super Fund Services
Mortgage Broking
438 Pacific Highway, Belmont NSW
Featured Reviews of the Best Superannuation - Self Managed & Funds in Charlestown
3.7 Average Rating based on 21 reviews from 8 Superannuation - Self Managed & Funds near Charlestown
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