To assist those clients seeking financial planning advice we have a network of AFSL compliant financial planning firms that we are able to recommend. As your appointed Accountants, whilst we are not able to provide specific financial product advice, we are able to consult with your trusted licensed financial planner to ensure that your insurance, superannuation and investment needs are met.
Planning for what happens to you, your personal assets and those entities you control in the event that you lose capacity or pass away is also of critical importance. In this regard, in conjunction with a network of Perth based solicitors, we are able to assist our clients to ensure that all estate planning matters are considered and addressed. We are also able to provide specific taxation advice in respect of estate planning structures and related tax compliance advice.