Wealth Tree planning have a range of other services that fall under the financial planning banner that are conducted in-house, or with preferred strategic partners. Please see a brief description of what other areas we can provide assistance with.
Self-Managed Super Fund (SMSF) accounting
Wealth Tree Accounting are equipped to specialize in the preparation and handling of SMSF taxation processes. Our SMSF services include all the setup, administration and accounting for your SMSF, including:
- Preparation and lodgement of your SMSF BAS/IAS/Tax Returns to the ATO
- Preparation and record keeping of all minutes and trustee declarations. These are all sent for your signature and filed in our system.
- Annual SMSF reporting, including:
- Profit and Loss
- Balance Sheet
- Investment Summary Reports
- Investment Income Reports
- Investment Disposal Reports (if appropriate)
- Notes to Accounts
- Member Statements
- Annual Taxation and Regulatory Return
- Minutes of Meetings/Resolutions of Trustees
Debt Reduction
For those of us who deal with debt, when it begins to spiral out of control, it can become overwhelming, and place one under financial pressure. Wealth Tree Planning can provide strategies from cash flow and budgeting, through to debt recycling (turning bad debt into good debt) that aims to help keep debt levels manageable.
Finance & Lending
Wealth Tree Planning can assist clients to help structure loan and finance arrangements so they are aligned to their wealth creation goals. Wealth Tree have access to a preferred list of partners who can help with finding the right loan for a home, or simply check that the current loan structure is suitable.
Estate Planning
Estate planning involves developing a strategy to deal with your assets after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death. Whilst a hard topic to discuss for many, the consequences of not having an appropriate estate plan can be far ranging. To make sure your wishes are fulfilled after your death, it is imperative to have an estate plan in place.
Investment Property Advice
Whether looking for an investment property to build your portfolio, or looking to invest in property through your self-managed super fund, Wealth Tree Planning have a preferred partner with access to investment properties nationally. They can search for potential properties that suit your investment style and provide feedback through their unique property scorecard system.
Please contact us to discuss how we can help with any of the above services