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Work your plan

Now it is time to start putting your personal SMART plan together. First, make sure your goals are specific and measurable. This means you should have a clear picture of the things you want to achieve, and how much money you will need to achieve them. Next, consider whether all your goals can actually be achieved. You may not retire a millionaire, but then you may not need a million dollars to enjoy a comfortable retirement. Set yourself targets that are attainable.

Finally consider the timescale. You might like to buy a new car, go on a cruise, visit relatives in Canada, and move house in the next five years, but more realistically you might have to defer the cruise for a couple of years!

our Services

Accounting
services

In the constantly changing business environment, you can rely on our business services team to be expert, up-to-date and ready at hand to assist you with your business matters. Whether your concerns are taxation, accounting, business planning, cashflow and budgeting, or business valuation, rest assured that our staff are available to advise you.

audit
services

There is no such thing as a ‘one size fits all’ audit. We use the latest technology to provide individual assessments, producing comprehensive reports in which your stakeholders can have the utmost confidence. We are also happy to offer due diligence systems reviews and financial consulting advice.

company
secretarial

Communication and effective administration are essential elements of a successful organisation. Regardless of the size of your business, we are ready to support you with a team of highly qualified secretarial and support staff.

taxation
services

We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation including payroll tax and GST, our team will identify the best solutions for you.

self managed
super funds

The way your superannuation is managed now will have a significant impact on the choices you have in retirement. Self-managed super funds are perfect for those looking for greater control of their savings and are one of the best ways to ensure that you will have sufficient funds for retirement.

specialist
services

In addition to our normal services, we have developed specialist knowledge and expertise in the following sectors:

Christian organisations

Audit of incorporated associations.