7 Ways We Help

 

You want to make money, not waste time. Your financial aspirations are our focus. Front and centre.

Whether you’re an investor or business owner here’s what you’re looking for in a good accountant or financial planner, here are the ways we can help:

 

  1. Don’t pay more tax than you have to

 

No-one likes paying tax. Including you. So don’t pay any more than you have to.

We can look at your taxes. Give you advice. And help you keep more of what you’ve earned.

 

  1. Stop worrying about the ATO

 

You don’t want any trouble with the ATO. So don’t make any.

We’ll make sure your business and investments are compliant. And stay that way.

 

  1. Make sure you have the best structure for your business

 

What’s your business trading as? Sole trader? Company? Trust?

Are you sure that’s the best structure for your business? Are your family’s assets protected from business risks?

We’ll examine your business, and find the best structure to protect it and help it minimise its tax and optimise its cashflow.

 

  1. Get your finances under control

 

You’re a business person. Not an accountant. And you want to focus on the business, not the books.

We can take care of your bookkeeping. Simplify it. Streamline it. And help you get back to doing business.

 

  1. And your paperwork

 

Let’s face it. You hate paperwork. Almost as much as bookkeeping. So let us take that off your hands as well.

We’ll get as much as we can off your desk, and get it online. Connected with your customers and suppliers. And use Xero and the latest add-ons to streamline it so it takes minutes, not hours. You have more important things to do.

 

  1. Find the shortest path to wealth creation#

 

You’ve worked hard to make your money. And you want to turn it into more money.

We can help you set up an SMSF portfolio that maximises the return on your invest. Or maybe you’d prefer a different wealth creation strategy. We can help you there, too.

 

  1. Maintain a healthy cash flow

 

Your business is making a profit. But you have trouble paying your bills when they’re due.

You could have a cashflow problem. And that’s bad for business.

Often, one or two smart moves can fix a cashflow problem. We’ll help you get more money coming in and less going out. So you can build up your cashflow. And keep it there.

 


 

# EPA Wealth Solutions Pty Ltd ABN 84 164 137 722 provides financial planning services as an authorised representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241 Australian Financial Services Licence Holder Number 253125.The Financial Planners of EPA Wealth Solutions Pty Ltd provide financial advice as an Authorised Representatives of Politis Investment Strategies Pty Ltd.