Top Mount Julian QLD 4800 Superannuation - Self Managed & Funds
Need an affordable superannuation - self managed & fund open now? These 7 results near you are waiting for your call. Here are our top Mount Julian Superannuation - Self Managed & Funds with reviews & ratings.
4.5 (4)
Closed
Shop 3/1 Carlo Drive, Cannonvale QLD
Eclipse Financial Planning Quick Info
Income Protection Insurance
Superannuation and Retirement Planning
Financial Planning
Investment Advice
Products
Financial Advice & Assistance
Services
Income Protection Insurance
Superannuation and Retirement Planning
Financial Planning
Investment Advice
Life Insurance and Income Protection
Commercial Lending
Home & Investment Property Finance
Retirement
Mortgages & Loans
Divorces
Wealth Transfer & Inheritance
About
Eclipse Financial Planning was established in the Whitsundays in 2003 and expanded into South East Qld in 2018 opening offices in Brisbane and Coomera on the Gold Coast. Eclipse has chosen to partner with arguably the best national provider of financial planning services, Professional Investment Services (PIS) a subsidiary of the listed Centrepoint Alliance Limited (ASX:CAF). As Sub Authorised Representatives of PIS, our Financial Planners have access to over 1200 approved investment and insurance products from a multitude of institutions. Our clients therefore benefit from our advisors having a broad selection of products, and the advantage of the PIS groups greater buying power. Eclipse also partners with the Centrepoint Lending Solutions to provide mortgage broking services. Through our association with the Centrepoint Lending Solutions (CLS), we are part of one of the fastest growing mortgage aggregators in the country. CLS is also subsidiary of the CAF group, which means it too offers a broad choice of loan products from a wide variety of lenders. Through this association, Eclipse can assist with the most simple or complex of lending strategies and, in need, clients have the added benefit of direct access to our experienced Financial Planners. Mortgage broking is offered by advisors who are members of Centrepoint Lending Solutions and either the Mortgage & Finance Association of Australia or the Finance Brokers Association of Australia. This service is not offered by Authorised Representatives of Professional Investment Services. Eclipse Financial Planning is a Corporate Authorised Representative No.422806 (CAR) of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). Our financial planners are Sub Authorised Representatives of Eclipse Financial Services Pty Ltd who is a Corporate Authorised Representative of Professional Investment Services Pty Ltd.
DC
Diane Clark
2 years ago
We would like to thank Justin and his team. They have helped make our transition to retirement easier to understand. We are very happy with our super pension that Justin has helped with and the many desisions required. Looking forward to the great years to come.
Closed
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.
Closed
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)
Closed
Accountancy Plus Whitsunday Pty Ltd Quick Info
Accounting
Business consultancy
Self managed superannuation
Taxation services & planning
Services
Accounting
Auditing
Business consultancy
Self managed superannuation
Taxation services & planning
About
Accounting and taxation services.
MD
Mathew Daragh
4 years ago
Sharon says they always provide excellent service and she has been using them for years. Keep up the good work!
2–4 Island Drv, Cannonvale QLD
4 (5)
Closed
Accountancy Plus Whitsunday Pty Ltd Quick Info
Highly skilled
Experienced
Cash flow reports
Variance reports
Services
Taxation
Accounting
Auditing
Business Planning
Self-Managed Superannuation
Tax Planning
Property Syndication
Business Services
Corporate Services
Tax Return & Advice
Preparation of Financial Statements
Liaising With the Australian Taxation Office
Asset Protection and Entity Structuring
Goods and Services Tax
Instalment Activity Statements
Business Activity Statements
Small Business Entity Concessions
Capital Gains Tax
Fringe Benefits Tax
Expatriate Tax Issues
Financial Reporting Services
Business Valuations and Due Diligence
Business Formation, Structuring and Asset Protection
Bookkeeping and Data Entry
Monthly Figures and Reporting
Business Advisory Services
Highly skilled
Experienced
Cash flow reports
Variance reports
About
Accountancy Plus Whitsunday (APW) provides a range of expert accountancy and taxation services that are geared for the success of individuals and businesses in the Mackay and Whitsundays areas and beyond. We have assembled a unique team of professionals whose diverse expertise unfailingly delivers a range of financial solutions that support the personal and business goals of our individual clients. The care and attention to detail that comes from establishing a close working relationship with each client is a formidable driver in business. Following this straightforward logic, success falls within easy reach for our clients in this beautiful part of Northern Queensland. Income tax returns and general tax compliance are part of the landscape here at APW and we make sure that, no matter the complexity of their situation, our clients receive the best advice. It is in the areas of business structuring, planning and strategising, that we can really help our clients get up to speed. We use a proactive approach involving designing accurate cash flow projections and astute responses to financial reports and benchmarking. We take care of accounting software setup as well as business setup. We perform due diligence, business evaluations, asset protection and business performance monitoring. As well as retirement and succession planning, Accountancy Plus Whitsunday also specialises in Self Managed Superannuation Funds, including administration and compliance.
DM
Dion Moretto
8 years ago
The team at APW have been very helpful with all of my corporate and business structures. They have gone over and beyond for my taxation needs. Highly recommend this firm.
Thank you for your review and your recommendation Dion. We pride ourselves on our dedication to our clients and it is always pleasing to know we are fulfilling that responsibility. Barbara Jarvis Practice Manager Accountancy Plus Whitsunday Pty Ltd
Responded 4 years ago
Suite 1 / 2 - 4 Island Drv, Cannonvale QLD
View Mount Julian Superannuation - Self Managed & Funds Businesses Below
4.8 (4)
Closed
Ezi Tax Quick Info
Chartered accountant
Tax consultant
Individual return
Advice
Products
Bookkeeping
Services
Taxation services
Bookkeeping
General accounting
Accounts payable, receivable
Reconciliation
Payroll
Taxation returns
Taxation advice
Tax planning strategies
Tax preparation, monthly, quarterly, annually
myob
Xero
Individuals
Company
Sole traders
Partnerships
Trust funds
Self-managed super funds
Chartered accountant
Tax consultant
Individual return
Advice
About
If you need a local agent to help make tax time easier for you, look no further. Ezi Tax have been providing Whitsunday bookkeeping and taxation services for almost a decade, so you can rely on them for assistance. Ezi Tax can assist with taxation returns for individuals, companies, sole traders, partnerships and trust funds. We offer tax preparation on a monthly, quarterly and annual basis, so you can choose the option that best suits your business or personal needs. As a qualified tax consultant, Ezi Tax can provide you with tax advice and tax planning strategies based on the latest information from the Australian Tax Office. Our office prides itself on providing the most accurate information when dealing with our customers. In addition to our Whitsunday taxation services, we can also provide general accounting and bookkeeping services. Accounts payable and accounts receivable, reconciliation and even payroll assistance are all areas Ezi Tax can make easier for you. Working with customers in the Whitsundays, Airlie Beach, Cannonvale and Proserpine, Ezi Tax can take the headache out of tax time.
TB
Teena brandt
2 years ago
Awesome as always. Thanking you again. Always a pleasure.
Suite 11/121 Shute Harbour Rd, Cannonvale QLD
Open 24 Hrs
Smooth Sailing Finance Consulting Quick Info
Equipment Finance
Business Finance
SMSF Finance
Home Loans
Services
Equipment Finance
Business Finance
SMSF Finance
Home Loans
Investment Loans
Commercial Loans
Personal Loans
Car Loans
Consultation
About
Smooth Sailing Finance will help you navigate the competitive and evolving loan market, and are dedicated to providing exceptional service, both now and for the future. We share your dreams of financial freedom and strive to empower you with financial knowledge and support to live the life you deserve. Your success is our priority, and you can trust that we will put your best interests first, always. Backed by over 20 years’ experience in the finance industry and with access to over 40 lenders, we provide a personalised service and have built our business through trust and personal recommendations from satisfied clients. We pride ourselves on our long-term client relationships and are always working towards your goals. We stay in touch regularly to monitor the current market and ensuring you are always at the forefront of the latest information and offers.
31 Jones Road, Cannonvale QLD
Featured Reviews of the Best Superannuation - Self Managed & Funds in Mount Julian
4.6 Average Rating based on 14 reviews from 4 Superannuation - Self Managed & Funds near Mount Julian
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