Top Chelona QLD 4740 Superannuation - Self Managed & Funds
Need an affordable superannuation - self managed & fund open now? These 21 results near you are waiting for your call. Here are our top Chelona Superannuation - Self Managed & Funds with reviews & ratings.
Open
1st Floor,Cnr Sydney & Gordon Streets, MACKAY QLD
Proactive Accounting Solutions Quick Info
Services
Business mentoring & support
Improve cashflow
Maximise profitability
Strategic meetings
Asset protection, succession & estate planning
Business development
Business reconstruction
Commercial advice
Budgeting
Debt advice
Financial reports
Retirement planning advice
Tax assessments
Tax debt
Highly trained & qualified accountants & support staff
Accounting services
Superannuation
QuickBooks
MYOB
Control your cashflow
About
Proactive Accounting Solutions are a team of highly trained and qualified accountants and support staff who each display a strong focus on clients and results. We have many years of experience teaming up with clients to identify and achieve their goals – financially, professionally and personally. Acting more as a business partner, Proactive will provide you with support and work with you to make a plan and stay on track with that plan.
C
Clint
9 years ago
I have found my interactions with Andrew and his team at Proactive Accounting Solutions of a very professional nature. Andrew has always been open about the varying options available to best service your tax return and to gain the business from your business. Highly recommended.
Open
11 Sydney St, Mackay QLD
Shepherd & Dudley Chartered Accountants Quick Info
Investment property advice
Tax return advice & lodgements
Company financial bookkeeping services
Superannuation advice
Products
Financial audits
Services
Investment property advice
Tax return advice & lodgements
Company financial bookkeeping services
Business Activity Statement (BAS) preparation
Capital gains tax advice
Accounting system training for MYOB & QuickBooks
Business consulting
Professional services
Decades of experience
Superior client service
Innovation
Honesty
Expertise
Wealth creation
Premier accounting firm in the Mackay region
Management accounting
Personalised & modern solutions
Superannuation advice
About
Want an accountant who takes a personal interest in your financial wellbeing? Talk to the team at Shepherd & Dudley Chartered Accountants in Mackay. We go the extra mile to ensure our clients gain sound and professional financial advice tailored to their unique situation. Shepherd & Dudley Chartered Accountants offer a comprehensive range of financial services including investment property advice, tax return advice and lodgements, company financial bookkeeping services, superannuation and Self-Managed Super Fund (SMSF) advice, Business Activity Statement (BAS) creation, financial audits and capital gains tax advice. With our team of Mackay accountants behind you during tax time, you'll feel much more relaxed about lodging your return. Talk to our professionals who are dedicated to minimising your tax and maximising your potential wealth. For assistance from a local Mackay tax return specialist, you can call for us. If you are running your own business, it helps to have a professional accounting system in place to accurately record your incoming earnings and outgoing expenses. Shepherd & Dudley Chartered Accountants can provide training for MYOB and Quickbooks systems. Remaining on the forefront of changes in financial law is extremely important to us, as we strive to provide the most up-to-date knowledge and advice possible. This is why our Mackay accounting staff are routinely trained on current legislation and relevant procedures. By doing so we can solidify our commitment to providing high-quality financial services to our clients. We service the taxation and business needs of Mackay, Moran, Bowen Basin and Dysart.
Open
14 Victoria St, MACKAY QLD
Trachyte Wealth Quick Info
Life insurance
SMSF
Investments
Retirement planning
Products
Financial Planning Services
Services
Insurance
Superannuation (including self-managed super funds)
Estate planning
Small business
Financial planning
Self-managed super funds
Qualified
Professional
Life insurance
SMSF
Investments
Retirement planning
About
Trachyte Wealth is a boutique Mackay financial planning company. Since 1996, Josh has been assisting our clients' build and protect their wealth, whilst securing their financial future. No matter what stage you are in life, Trachyte Wealth takes the time to understand your situation. We work with you to develop strategies to meet your life objectives, both in the short and long term. We believe that financial success doesn't happen overnight. Being successful depends on consistently making the right decisions and adjusting where necessary. Our specialties include investments, insurance, superannuation including self-managed super funds, financial and strategy advice and estate planning. A locally owned and operated business, our team will work with you to put your plan into action. Together we will work out where you are now, where you want to be and formulate a personalised strategy to help you achieve your goals sooner rather than later. To secure your financial future, contact Trachyte Wealth today.
Open
Level 1/120 Wood St, Mackay QLD
Whitson Dawson Accountants Quick Info
Tax Accounting
Bookkeeping
Rural Accounting
Taxation
Services
Tax Accounting
BAS Preparations
Self-Managed Superannuation Funds
Trust & Company Formations
Estate Planning
Company Administration Services
Bookkeeping
Business Advice
Rural Accounting & Advice
Acquisitions
Payroll Services
Due Diligence
Capital Gains
Forecasting
Risk Advisory
Audits & Assurance
Business Start Up
Annual Tax Returns
Income Tax Returns
GST Services
Tax Services
Third-Generation Accounting Firm
Accounting Services
Provides Helpful Advice & Expert Solutions
Rural Accounting
Taxation
Inspicio Audits
About
Whitson Dawson Accountants is a public accounting practice providing services for small to medium sized businesses throughout the Mackay and surrounding areas.
5 (1)
Open
Synergy Accountants and Estate Planners Quick Info
Services
Estate Planning
Business Start Up
Payroll Services
Tax Planning
Risk Management
BAS/GST Returns
SWOT Analysis
New Business Start Ups Planning
Growing Businesses Planning
Selling Services
Auditing Services
Financial Statement Audits
Company Audits
Trust Account Audits
Exceptional Service
About
Synergy Accountants and Estate Planners was founded in November 2013 with a vision to bring value to clients lives through ingenuity and quality service. We are achieving this daily by forming strong partnerships with our clients which allow us to get a deeper understanding of their business and personal finance needs. As a Synergy client you can rest assured that we are thinking about your long-term goals and needs. As such, we will never just tell you what you want to hear. Rather, we will be candid and give you the advice and teach you the strategies you need to achieve your goals. Whether it is helping to lodge your income tax return, creating a family trust or providing you with comprehensive business advice, we understand that no two clients are the same. We will work with you to customise advice and methods which are unique to your circumstances. We pride ourselves on our attention to detail and creative thinking. These attributes have allowed us to set ourselves apart from conventional accountants. We utilise a combination of proven accounting practices with innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results fast. We measure our success on our clients’ long-term growth and security. To be a part of the Synergy Accountants and Estate Planners success story, please contact us today and experience the difference.
KN
Katrina Nissen
5 years ago
Gillian and the team at Synergy have gone above and beyond for my family. They quickly sorted out our tax department dramas and took all the stress off me. They are knowledgeable about all things tax and were more than willing to have lengthy conversations with me, answering all my panic-induced questions. I highly recommend Synergy Accountants for anyone looking for thorough, friendly service and accountants who talk to you like a person.
34-42 Central Park Drive, Paget QLD
5 (1)
Open
Alman Partners Quick Info
Financial Planning
Fee for service financial advice
Services
Investment Services
Financial Planning
Superannuation
Asset Protection
Fee for service financial advice
About
Comprehensive Financial Advice ~ Mackay & Brisbane. Experience your True Wealth with Alman Partners’ expert Financial Advisers. Is your financial situation complex? Are you time-poor but want to invest for your future while ensuring your capital is working as hard as you? Our holistic financial planning services may be for you... Since our establishment in 1985, we have been leading, educating, and inspiring our clients and community to make smart financial decisions, in line with what matters most to them in life. As an independent, award-winning firm acting as your fiduciaries, you can rely on us to provide advice that is in your best interests. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our own Financial Services Licence gives us greater capacity to put clients first, effectively removing potential conflicts of interest. We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions. Our services are tailored to help individuals and families with higher levels of equity secure their long-term financial future. We work closely with our clients to guide them through all aspects of their financial journey through life, assisting them to achieve their goals and deepest held values, and therefore their own ‘True Wealth.’ With facilities for face-to-face meetings in Mackay or Brisbane, we also have the ability to meet anywhere in the world using Video Conferencing.
GW
Graeme & Caroline Wotherspoon
6 years ago
Like many of us, we suffered a hit with the GFC on our Super and investments and decided we needed expert help if we were going to set ourselves up to retire comfortably. Alman Partners were recommended to us by a friend and from the first meeting with their team we have never felt so confident and comfortable knowing that we were in good hands. Over the years some difficult financial situations have popped up but a after a chat with Teneale, we have walked away thinking what were we so worried about, everything is under control. This is the feeling you get when you are being looked after by Alman Partners. We should have done it a lot earlier.
8 Brisbane St, Mackay QLD
Open
Bennett Partners Chartered Accountants Quick Info
Services
Accounting
Tax compliance & planning
SMSF administration
Business consulting
Restructures
Succession planning
Registered company auditors
Registered SMSF auditors
About
Finding accountant and business services in Mackay is easy thanks to Bennett Partners Chartered Accountants. We've been providing high quality accounting services to large and small Mackay businesses since 1979. When you choose Bennett Partners Chartered Accountants you choose experience We specialise in all areas of accounting, both for businesses and private needs. Our full range of business services include audits, self managed superannuation, larger firm administration and more. Accountants and business services are our passion and we believe that our customers in Mackay deserve a prompt, understandable and reliable experience . Our team has a combined industry expertise of more than 150 year which means we know what it takes to provide exceptional service. Let us assist you with all your needs and experience what it feels like to work with a top accounting firm in Mackay.
122 Wood St, Mackay QLD
Coombs Business Services Quick Info
Services
Tax Compliance & Planning
Account Software Advice
Managament Accounting
GST Accounting
Company Secretarial Services
Self-Managed Superannuation
1 25 River Street, Mackay QLD
View Chelona Superannuation - Self Managed & Funds Businesses Below
4 (1)
Open
Forsyths Accounting Services Pty Ltd Quick Info
Tax & compliance
Audit & assurance
Bookkeeping
Budget & cashflow
Services
Tax & compliance
Audit & assurance
Bookkeeping
Budget & cashflow
Future planning
Retirement planning
Tax services
Business assistance/services
Individuals services
Tax planning & returns
GST, FBT & ABN services
PAYG withholding & instalments
Trading names
Income tax
Payroll tax
Salary packaging
Capital gain services
Income splitting
Staff training
Family & risk insurance
Buy/sell agreements
Superannuation
Succession planning
About
Forsyth's aim is to be a firm of innovative accountants and consultants committed to providing dependable and quality service to a diverse clientele. We are known for our friendliness and knowledge. Our success is measured by the success of our long term clientele and the many referrals we receive through these valued business relationships. We pride ourselves in our involvement within our community. The strong relationships developed between our clients and staff, exist because of our mutual respect and trust. John Forsyth & Co (as it was known), was originally established by John Forsyth in 1950 and operated from Wood St. The current firm, now known as 'Forsyths' operates from modern premises at 39 Gregory St, Mackay. Forsyths assists over 3000 clients from a wide range of occupations and business types. These clients are predominately from the local area, however, with the use of current information technology and communications, the firm is also able to service clients residing in many other coastal and western areas of Queensland. The current principals and staff are focused on supplying the same quality and responsible service on which the firm has built its reputation of the past 50 plus years.
R
Ryan
8 years ago
David is straight to the point and knows his stuff. He's very responsive and was very diligent about being accurate with our BAS and returns. We had a complex tax situation that he was able to handle with ease. Most of our communication is over the phone and email which saves me a load of time. Thank you David
39 Gregory St, Mackay QLD
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Manning Corporate Advice Quick Info
Preparation of Statutory Financial Reports for a Large Variety of Entities
Business Advice
Tax Returns
Experienced & Professional Service
Services
Preparation of Statutory Financial Reports for a Large Variety of Entities
External Audit
Internal Audit
Specialist Review Engagements
Business Advice
Tax Returns
Provision of Taxation Advice
Corporate Governance Advice & Reviews
Preparation of Financial Statements for Partnerships & Trusts
Preparation of Financial Statements for Superannuation Funds
Preparation of Statutory Financial Reports
Valuations, Audit of Self Managed Superannuation Funds
Corporate Governance
Accounting
Trust Account Audits
Consultancy Work
Experienced & Professional Service
About
Manning Corporate Advice is a small flexible local firm, established to meet the needs for a practice in the Mackay region specialising in statutory reporting, auditing and corporate governance.
43 River St, Mackay QLD
4.8 (4)
Open
Maurice Blackburn Mackay Quick Info
Services
Personal Injury & Compensation Claims
Car Accident Claims
Workers Compensation Claims
Superannuation Claims
Insurance Claims
Legal ServicesLegal Services
Employment Law
Medical Negligence Claims
Abuse Law
Asbestos Diseases Law
Public Liability Law
Road Accident Injuries Law
Workplace Injuries
Superannuation & Insurance
Financial Advice Disputes
Social Justice
Home & Contents Insurance Lawyers
Business Insurance Claims
Car Insurance Claim Lawyers
TPD Insurance Claims
Travel Insurance Claim Lawyers
L
Lynne
1 year ago
I highly recommend Maurice Blackburn for legal requirements. Jenna and Olivia enabled me to finalise my claim and move on with my life.
Level 1/123 Victoria Street, Mackay QLD
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Morgans Mackay Quick Info
Services
Stockbroking
Self Managed Super Funds
Margin Lending
Tax Planning
Personal Insurance
Financial Planning
Wealth & Managed Portfolio Service
IPOs & Share Offers
Fixed Interest
Superannuation Advice
Retirement & Estate Planning
Corporate Finance
Institutional Broking
Portfolio Administration
Corner of Victoria & Sydney Street, Mackay QLD
Best Superannuation - Self Managed & Funds Near Me
3.3 (3)
Open
Rasmussen & Associates Quick Info
Services
Small Business Consulting
Rental Investment
Cashflow Management
Retirement & Succession Planning
Financial Planning
Wealth Creation
Loan & Mortgage Advice
Investments
Tax Returns
Accounting & Bookkeeping
Superannuation
Budgeting
Self Managed Super
Rental Investment Specialists
Small Business Money Management
Financial Investments
Chartered Accountants
About
Rasmussen and Associates Chartered Accountants specialise in small business consulting and investment accountancy, including rentals and shares. We can assist you with financial planning, self-managed super and all your bookkeeping needs. Rob and the team at Rasmussen and Associates Chartered Accountants are fully qualified in accountancy and financial services, so you can rely on honest and unbiased opinions when it comes to your finances. It is our belief that business owners need more than basic accountancy skills, so we aim to provide pro-active advice and information. We are a member of the Institute of Chartered Accountants of Australia, ensuring our business utilises highly qualified staff and adhere to ethical practices. The institute exists to uphold professional standards and ethics for our field. You can rely on us to achieve the best possible outcomes for your business. We understand how much work goes into running a business or partnership. Our team aims to build a relationship that focuses on coaching our clients on best business practices, as well as providing advice that is technically relevant to each client.
PS
Peter sunners
2 years ago
Found them very professional go to people who care
10 Nelson St, Mackay QLD
5 (1)
Open
Sapphire Financial Services Quick Info
Estate planning
Investments
Superannuation
Personal insurance
Products
Colonial First State
IOOF
BT
One Path
Tal
Services
Retirement planning
Financial planning
Estate planning
Investment planning
Wealth creation and accumulation
Life insurance
Income protection
Trauma/Crisis events
Self managed super fund specialist
Certified financial planner
Helping you with your financial planning needs
Ample parking
Wheelchair access
More than 30 years of industry experience
Investments
Superannuation
Personal insurance
About
Sapphire Financial Services are the Mackay financial advisors you have been waiting for. We are a company you can rely on for financial services and advice. Whether you require a certified financial planner or a self-managed super fund specialist, our goal is to assist you with making the right financial decisions, every step of the way. Regularly dealing with well-known insurance and investment companies�including Colonial First Estate, IOOF, BT, One Path and Tal�we're confident of helping you find the right financial product. That's why many customers trust us to assist with Mackay retirement and superannuation planning. You would be happy to know that our conveniently located office has ample parking as well as wheelchair access. We also have a number of licenses�including Mackay Chamber of Commerce, FPA, Commerce QLD, and CFP�which establishes our credibility and reliability as a financial institution. For financial planning advice in Mackay, contact Sapphire Financial Services today. We provide advice to customers in all areas of Queensland, New South Wales and Western Australia.
S
Shane
4 years ago
Bev and her team are always willing to go over and beyond to help their clients. Bev has passion, strong knowledge and a genuine interest in achieving the best for her clients, which is what makes her standout from the rest. Bev and her teams professionalism is above the rest!
13 Sydney St, Mackay QLD
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Shine Lawyers Mackay Quick Info
Services
Superannuation & TPD Claims
Class Action Claims
Wills & Estate Claims
Employment Law Claims
General Compensation Claims
Personal Injury Law
Compensation Lawyers
Professional Negligence claims
Commercial Litigation
Motor Vehicle & Car Accident Lawyers
Public Liability Claims
WorkCover Lawyers
Abuse Law
Product Liability Claims
Family Law
Disaster Insurance Recovery
Mental, Physical & Sexual Abuse Lawyers
Pedestrian Compensations
Environmental Lawyers
Home & Contents Insurance Lawyers
Business Interruption Insurance Lawyers
56 Gordon Street, Mackay QLD
Explore Chelona Superannuation - Self Managed & Funds Services Near You
Open
Whitsunday Wealth Quick Info
Services
Financial Advice
Retirement Planning
Personal Insurance Advice
Investment & Wealth Creation Advice
Superannuation Advice
Financial Services
About
We love using our specialised orbit of knowledge (that we know very well!) to help our clients consider options they’d never thought of before. The 'why' of Whitsunday Wealth You wouldn't usually associate financial planning with creativity. But it's something we pride ourselves on here at Whitsunday Wealth. We have all the industry-leading technical experience and credentials, but we don't rest on our laurels or follow the herd mentality. We leave no stone unturned to put our clients in a better financial position. Our clients are busy, so they don't want to think about how all the moving parts of their money fit together. Through our proven process and ongoing support, we help take the guesswork out of organising, growing, and protecting your money. We see it as a privilege to be the team our clients come to first when they need to make big life decisions.
41 Wood Street, Mackay QLD
Open
Yellow Brick Road Mackay Quick Info
Services
Home Loans
Car Finance
Commercial Loans
Insurance Services
Business Finance
Refinance
First Home Buyer Loans
Investment Property Loans
Construction Loans
Self Employed Loans
Commercial Property Loans
Equipment Finance
Property Investment
Customer Services
Competitive Rates
Reliable Mortgage Solutions
4/174 Victoria Street, Mackay QLD
Open
Hillross Mackay Quick Info
Estate planning
Retirement planning
Risk protection
SMSF
Services
Financial advice
Self-managed super funds
Superannuation
Investments
Retirement
Small business
Direct shares
Insurance
Salary packaging
Taxation
Financial freedom
Financial advice
Helping you live your best life
Partnering with you for the long term
Meet outside of office
Phone meetings
Skype
Estate planning
Retirement planning
Risk protection
SMSF
About
Established in 1987, Hillross Mackay has grown from a small financial planning practice to a large and successful wealth management firm with over 250 clients. The majority of our client base is in Mackay and surrounding areas out to Emerald in the West and Townsville & Bowen in the North. Our client demographic includes retirees, graziers, farmers, professionals and business owners. We pride ourselves on being a dynamic financial planning business providing specifically tailored strategies designed to meet our clients individual goals and aspirations. Our clients tell us that our key strength is being able to sit down and talk to them in a way that they understand. We are a member of the Financial Planning Association and therefore governed by a strict Code of Ethics and Rules of Professional Conduct. Our principal adviser is an accredited Self Managed Super Fund Specialist (accredited by Self Managed Super Fund Association) and is CFP� qualified. We are committed to ongoing education to ensure our skills are maintained at the highest level.
25 Evans Ave, North Mackay QLD
Open
Accounting Solutions CQ Quick Info
Services
Business Advice and Consulting
Business structuring
Succession Planning Strategies
Business Activity Statements
Back office assistance
Payroll Tax
Black Coal LSL
Cash flow projections and monitoring
Tax planning and review
Accounting and tax expertise for rural business
Financial management
Assistance with government departments applications
Loan and equipment finance assistance
Administration Services for SMSF
Cloud Accounting
50 Mulherin Drv, Mackay QLD
Open
Somerset Bookkeeping Quick Info
Services
Bookkeeping
Data Entry & Document Management
Accounts Receivable
Accounts Payable
Bank Feed Processing
Bank Reconciliations
Payroll Services
Business Activity Statements
Single Touch Payroll
Taxable Payment Annual Reports
Instalment Activity Statements
Superannuation
Late Superannuation
VIP Services
Email Management
Daily Account Balances
Daily Cash Flow Checks
Team Integration
Free Consultations
Karbon Training
Clickup Training
GovReports Training
Dysart QLD
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4.4 Average Rating based on 13 reviews from 7 Superannuation - Self Managed & Funds near Chelona
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