The TOP 10 BEST Superannuation - Self Managed & Funds in Merewether Heights NSW
Top Merewether Heights NSW 2291 Superannuation - Self Managed & Funds
clpkgjwg1000m08l0c72pf8a3 Christmas Trading Hours
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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 82 results near you are waiting for your call. Here are our top Merewether Heights Superannuation - Self Managed & Funds with reviews & ratings.
Closed - Opens 9:00 am Mon
18 Elsworth Parade, 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 - Opens 9:00 am Mon
2 Dick St, 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.
4.3 (3)
Closed - Opens 9:00 am Sun
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 - Opens 8:45 am Mon
Lvl 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 - Opens 8:30 am Mon
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.
Shop 116 10 Kenrick St, The Junction NSW
Closed - Opens 9:00 am Mon
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
Suite 1 61 Stewart Ave, Hamilton South NSW
Closed - Opens 9:00 am Mon
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
Suite 5 19 Kenrick St, The Junction NSW
Closed - Opens 8:30 am Mon
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 196 Union St, Newcastle NSW
Closed - Opens 11:00 am Mon
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 - Opens 9:00 am Mon
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 - Opens 9:00 am Mon
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 - Opens 9:00 am Mon
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
View Merewether Heights Superannuation - Self Managed & Funds Businesses Below
Closed - Opens 9:00 am Mon
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 - Opens 8:15 am Mon
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 St, Hamilton NSW
Closed - Opens 9:00 am Mon
Think Financial Advice Pty Ltd Quick Info
Services
Financial Advice
Superannuation Assistance
Retirement Planning
Debt Management
3 74 Park Ave, Kotara NSW
Closed - Opens 8:00 am Mon
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 7 Stewart Ave, Hamilton East NSW
Closed - Opens 8:30 am Mon
Waterford Financial Services Quick Info
Services
Financial Planning
Investment Services
Superannuation Services
Insurance Services
75 Tudor St, Hamilton NSW
Closed - Opens 9:30 am Mon
Always Financial Quick Info
Services
Financial Services
Insurance
Superannuation
Estate Planning
Taxation
Retirement
Centrelink
496 Hunter St, Newcastle NSW
Closed - Opens 8:30 am Mon
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 62 Beaumont St, Hamilton NSW
Closed - Opens 9:00 am Mon
Bridges Charlestown Quick Info
Services
Financial planning
Superannuation strategies
Retirement planning
Investment strategies
Personal insurance
Stockbroking
ASX Participant
199 Pacific Hwy, Charlestown NSW
Closed - Opens 8:30 am Mon
Emery Partners Newcastle Quick Info
Wills & Probate
Estate Planning
Conveyancing
Mediation
Services
Wills & Probate
Estate Planning
Conveyancing
Mediation
Family Law
Employment Law
Personal Injury Law
Superannuation
Criminal Law
Commercial Law
Registration of Dealings on Title
Transmission Applications
Property Settlement Disputes
Parenting Disputes
Child Support Disputes & Agreements
Unfair Dismissal Claims
Breach of Contract Claims
Anti-Discrimination Claims
General Protection Claims/Unlawful Termination Claims
Traffic Offences
Preparing Income Protection Claims
About
Emery Partners is a long established Newcastle and Cessnock law firm with more than 50 years professional experience and a level of service second to none. At Emery Partners, we take pride in establishing a close relationship with our clients. We guide our clients in the right direction and keep them informed on the progress of their legal matter. Our Solicitors have vast experience in commercial law, property conveyancing, litigation, criminal law, family law, employment law, health, wills and deceased estates.
796 Hunter St, Newcastle West NSW
Closed - Opens 9:00 am Mon
Fiducian Financial Services Hunter Quick Info
Services
Financial Advice
Investments
Superannuation
Business Solutions
178 Brunker Rd, Adamstown NSW
Closed - Opens 9:00 am Mon
Firths The Compensation Lawyers Newcastle Quick Info
Services
Motor Vehicle Accident Injury Claims
Workers Compensation Claims
Slip & Fall Claims
Medical Negligence Law
Superannuation
Total Permanent Disablement (TPD)
Income Protection
Disputed Will
Personal Injury Law
Compensation Law
Public Liability Law
Workplace Injury Law
671-677 Hunter St, Newcastle NSW
Closed - Opens 9:00 am Mon
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 - Opens 9:00 am Mon
Hunter FP Newcastle Quick Info
Services
Financial Planning
Superannuation Advice including SMSF's
Investment Strategy & Advice
Personal Insurance & Asset Protection
Retirement Planning
Unit 101 15 Honeysuckle Dr, Newcastle NSW
Closed - Opens 8:30 am Mon
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 St, Newcastle West 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 Freyberg St, New Lambton NSW
Closed - Opens 8:30 am Mon
Mine Wealth & Wellbeing Quick Info
Services
Superannuation
Pensions
Investments
Financial Advice
Insurance
Employer Services
About
Auscoal Super is a not-for-profit industry superannuation fund that exists to help members of coal mining and related industries.
168 Parry St, Newcastle West NSW
1 (1)
Closed - Opens 8:30 am Mon
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 - Opens 9:00 am Mon
Newcastle Empowered Wealth Quick Info
Services
Building your super
Self-managed super fund (SMSF)
Investing in your future
Saving for a home deposit
Protecting your family
Freedom from debt
Growing your small business
61-63 Parry St, Newcastle West NSW
Closed - Opens 8:00 am Mon
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 - Opens 9:00 am Mon
Ord Minnett Newcastle Quick Info
Services
Stockbroking
Financial planning
Managed funds
Portfolio services
Investment
Corporate finance
Institutional broking
426 King St, Newcastle NSW
Explore Merewether Heights Superannuation - Self Managed & Funds Services Near You
Closed - Opens 9:00 am Mon
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 - Opens 9:00 am Mon
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 - Opens 8:30 am Mon
Simmons Livingstone & Associates Quick Info
Products
Insurance Options
Statements of Advice (SOA)
Cashflow Statement Analysis
Financial Analysis
Insurance Information
Services
Accounting
Taxation
Financial Planning
Business Advice
Superannuation
Tax Planning
Cloud Accounting + Bookkeeping
30/340 Hope Island Rd, Newcastle West NSW
Closed - Opens 9:00 am Mon
Slack-Smith Legal Quick Info
Property Law
Business Law
Commercial Law
Wills & Estate Planning
Services
Property Law
Business Law
Commercial Law
Wills & Estate Planning
Conveyancing
Leasing Services
Self Managed Superannuation Funds
Complex Property Matters
Personal Wealth Planning
Business & Commercial Transactions
Agribusiness & Water Law
Liquor Licensing
Compulsory Acquisitions
Easements & Complex Titling
Specialised Land Matters
Practical & Strategic Advice
Powers of Attorney
Shareholders & Unitholders Agreements
Co-Ownership Agreements
Testamentary Trusts
2 Dick St, Newcastle West NSW
Closed - Opens 9:00 am Mon
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 - Opens 8:30 am Mon
AMP Advice Quick Info
Services
Personal Banking
Business Banking
Superannuation
Investments
Insurance
Financial planning
About
AMP offers leading Australian superannuation, online banking, investments, loans, retirement and insurance products.
3 251 Wharf Rd, Newcastle NSW
4 (1)
Closed - Opens 9:00 am Mon
Advisory Group Quick Info
Services
Investment Advice
Wealth Creation Strategies
Self Managed Super Funds
Negative Gearing
Retirement Planning
Rollovers
Redundancy/Lump Sum Payment Advice
Tax Minimisation
Centrelink Advice
Estate Planning
Major Purchase Planning
Stock Broking (through other parties)
Mortgage Elimination
Banking Services
Life Insurance
Risk Management - protecting yourself, your family & your property
Ethical & Socially Responsible Investments
Superannuation
Corporate Superannuation Funds
Education Funding
Financial Planning for Small Businesses
Financial advice if you are changing jobs, careers or lifestyle
Personal financial advice
About
At advisory GROUP is a full-service Financial Planning and investment management firm who has been serving the local community since 1987. Our team has developed a reputation for giving the highest quality, advice and providing exceptional service over a long period of time. With the backing of AMP Financial Planning, one of Australia's largest financial institutions, we have access to strategic financial planning software, extensive up-to-date research and technical resources. We offer a wide range of financial products and services, including most of the leading fund managers and pride ourselves on providing personalised customer service. We enhance our clients lives now and into the future through education and personal financial advice.
KM
Kirra and Mat
8 years ago
We cannot thank you enough for all you did to change our lives. We are attacking our loans and our lifestyle has changed dramatically. Still getting used to having money left after bills. The offset loan was a bit to adjust to, but we are used to it now.
206 Hannell St, Maryville NSW
Closed - Opens 8:00 am Mon
Aurum Accountants Quick Info
Services
Accounting Services
Bookkeeping
Financial Reporting
Payroll Services
Cash Flow Management
Management Accounting
Activity Statement Lodgment
Tax Advices
Tax Compliance
Individuals Tax Services
Business Tax Services
Property Tax
Investment Tax
Business Coaching
Business Advisory
Business Startup
Self-Managed Super
Investment Planning
SMSF Administration
Business Planning
Business Compliance
SMSF Property
Unit 3 4 Revelation Cl, Tighes Hill NSW
Featured Reviews of the Best Superannuation - Self Managed & Funds in Merewether Heights
3.9 Average Rating based on 37 reviews from 15 Superannuation - Self Managed & Funds near Merewether Heights
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