Individual Tax & Wealth

As modern Accountants, the real value we provide is understanding your dreams and ambitions, and providing the professional guidance to make them reality.

minimising your tax

Minimising your tax

As an individual, you should be looking to claim everything you are entitled to and legally minimise your tax. From complex taxation issues to basic tax returns, we know every dollar counts and aim to achieve a rewarding outcome for you.

  • Tax returns
  • Tax planning strategies
  • Tax structuring
  • ATO Private rulings
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Rental property ownership

Property has certainly been a big winner for many of our clients over the years. Done correctly, it has proven to be a safe pathway to wealth. The good news is that taxation laws remain favourable. Whether you are a long time investor or looking to begin rental property ownership, we have the expertise you need.

  • Ownership structure
  • Tax variations and cash flow
  • Depreciation Schedules
  • Considering Capital Gains on sale
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rental property
wealth accumulation

Wealth Accumulation

No doubt wealth accumulation is something which quickly sparks interest. We analyse where you are at, where you want to be and how you can get there safely. We work closely with trusted financial planners to determine and implement strategies tailored to you from now until retirement.

  • Tax strategies for investment
  • Superannuation strategies
  • Wealth education
  • Access to financial planning professionals
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Considering a major decision?

One of the most common, yet avoidable mistakes, is to not get professional advice. With any major decision, there may be implications you are unaware of. This may relate to structure, timing, taxation law or other implications given your entire circumstances. The below points are some of the areas where you should seek our advice.

  • Purchase / sale of a property
  • Purchase / sale of a motor vehicle
  • Purchase / sale of a business
  • Obtaining finance
  • Lease of an office/shop
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car purchase
work life balance

Achieving work / life balance

If you are finding it difficult to achieve the right work/life balance for you and your family, you are certainly not alone. We commonly provide financial analysis, tie this into your personal circumstances and then together, plan for the future. Some of the ways we assist with this include;

  • Personal goal setting
  • Business analysis
  • Action plans
  • Succession planning
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FAQs

How easy is it to switch to Prestige?

It is a straight forward process we do for you. If necessary, we contact your previous Accountant to arrange transfer of all information, documents and software, allowing for a seamless transition.

What are your fees / pricing?

We can provide you with a fixed quote with no hidden surprises. A package is often tailored to suit you, which can be paid on a monthly basis or at the time of assisting you. We do not provide generic pricing as we find clients requirements, current situation and future ambitions to be very different. Our fees are very competitive.

What software do you use?

We will work with the software you use and are familiar with. We only suggest change if there are clear benefits to you and your business. Having said that, new Accounting software is released regularly and as your business grows, we can consider new options as they become available. Software companies are now delivering comprehensive packages which not only assist you with your record keeping and reports, but provide insight into the future assisting you with decision making.

Can you assist with my business start up?

Yes, invite us on your journey! We often begin by assisting you with your legal structure, planning and defining the end goal. Business start ups are exceptionally satisfying for us, particularly as the business develops and milestones are achieved.

Do you provide education as part of the process?

Yes, we want you to receive maximum benefit from our services. Whilst all clients are different, we do encourage you to understand the various aspects of how we assist you. If there is something on your mind, we want to hear from you.

FREE initial strategy meeting

More than a meet and greet, together we can examine where you are at, consider any pressing matters and gain an understanding of your end goal. From there we can use our expertise to identify strategies suited to you and develop a plan as to how we can partner together, benefiting you.

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