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EOFY – It’s not just about tax

With FY2017 rapidly drawing to a close, it’s natural for your mind to wander towards tax. After all, who can resist the allure of reducing payable tax and perhaps even obtaining a nice, plump return?

However, tax is just one piece of the puzzle.

While a prudent tax plan can have a very positive effect on your financial health, it is important to note that the most effective approach is to have taxation align and integrate with your broader financial strategy.

At Financial Decisions, we aim at all times to provide our clients with the most comprehensive and strategically sound advice in order to grow and manage wealth. In addition, our suite of offerings is designed to simplify the process by providing all the ingredients you need for financial wellbeing – all under the one roof.

The benefits of keeping it all in the family

By utilising the breadth of our comprehensive service offerings, your tailored financial strategy provides the following benefits:Financial Decisions - Holistic Services

  • Comprehensive financial services under the one roof
  • Teams of experts at your disposal
  • Well-rounded financial strategy
  • Overall management of multi-generational families
  • Collaborative team approach
  • Consistent and seamless experience
  • Complete transparency
  • Simplified approach
  • Reduced stress

Call or email us today to find out more.

Taxonomy of tax topics

Our Tax and Accounting team has now been in operation for two years and in that time, has grown not only in terms of the volume of clients benefiting from the service, but also in the level of expertise we possess.

Headed up by Principal/Accountant Chetan Sharma, the team now also consists of Miriam Hornackova, Michelle Smart and Rebecca Hughes. This formidable line up is all about taking the sting out of tax time and turning it into an opportunity to prosper, rather than a time to dread.

Preparation is key

Whether looking at it from an individual or business perspective, there are several ways in which you can maximise concessions and returns while also minimising your exposure – and unwanted attention from the ATO!

A little extra effort now could be the difference between a bright and positive end to the financial year or a painful one you’d rather forget. Here are some issues to consider in order to strengthen your taxation position:

We're here to help

We understand the inherent complexities of taxation and tax law and know that it can rapidly become overwhelming and stressful. Please call or email Chetan and his team to set up an appointment and find out how we can help reduce your tax burden this financial year.

Contact: Financial Decisions PO Box 484 Mona Vale NSW 1660, T 02 9997 4647, F 02 9997 7407