| Personal
Services
Our Tax Services include:
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Tax Planning |
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Preparation of taxation returns for individuals |
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Expert advice on all aspects of income tax including
deductibility of expenses, capital gains issues,
superannuation
and fringe benefits |
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Salary
Packaging advice |
Wealth Creation Strategies:
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Investment Advice |
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Gearing Strategies |
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Superannuation Advice & Consolidation |
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Investment Properties |
Self Managed Superannuation Funds:
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Advice and Establishing |
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Compliance – Taxation
and Audit Services |
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Investment Advice |
Lending & Leasing
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Home Loans |
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Investment Loans |
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Refinancing |
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Novated Lease for Employees |
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Vehicle Finance (>
50% Business Use) |
Estate
planning services:
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Minimising taxation when distributing your estate |
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Lowering tax for your dependents on death using
Testamentary Trusts |
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Review of your needs in relation to wills, enduring
powers of attorney, and wealth
protection |
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Review of your affairs to consider security, control,
and inheritance |
Clarkson Williams Partners is uniquely positioned
to provide you with a total personal financial solution.
We
offer a FREE Initial, No Obligation Financial Planning
Consultation!
Contact
us today for a no obligation and cost free, initial
introduction to our financial planning services. This
free introduction will not include specific financial
planning advice or a Statement of Advice, but it will
help you decide whether the services we offer are right
for your needs.*
*This free consultation does not
include tax and accounting services.
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