The TOP 10 BEST Superannuation - Self Managed & Funds in Pomona QLD
Top Pomona QLD 4568 Superannuation - Self Managed & Funds
cljf9zbx8000d08lf2e94e9w7 What do I need to bring with me to my tax return appointment?
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What do I need to bring with me to my tax return appointment & what information will you require? When attending a tax return appointment, it’s important to gather and bring relevant documents and information to ensure the process goes smoothly. While the specific documents you need may vary depending on your circumstances, here are some common items you should consider bringing:
cljf9y8oo000p08jp8aowd48g Superannuation Changes for the 2024 Financial Year
Valid 27 Jun 2023 - 31 May 2024
Superannuation (Super) is a system in Australia designed to help individuals save for retirement. It is regulated by the Australian government and undergoes periodic changes to improve the system and cater to evolving needs.
cljf7xxcw000b08lb7abvcbro How to plan for the new 2024 financial year.
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To plan for the new 2024 financial year, we have come up with some simple steps you can follow: 1. Review the previous financial year: Take the time to evaluate your financial performance in the previous year. Analyse your income, expenses, and investments. Identify areas of improvement and success to inform your strategy for the upcoming year.
Need an affordable superannuation - self managed & fund open now? These 15 results near you are waiting for your call. Here are our top Pomona Superannuation - Self Managed & Funds with reviews & ratings.
Open
Unit 1 46 Mary St, Noosaville QLD
Morgans Financial Limited. Noosaville Quick Info
Stockbroking
Financial planning
Retirement planning
Investment advice
Products
Investment advice
Services
Stockbroking
Financial planning
Retirement planning
Self-managed super funds
Wealth creation
Investment advice
About
Secure your future with Morgans Financial Limited in Noosaville. For leading financial services and business advice, our dedicated accountants are passionate about representing your best interests. Benefit from one of Australia's largest investment organisations with more than 50 years combined industry experience. You can trust we're passionate about meeting and exceeding your financial needs. Financial growth and security are our core focus at Morgans Financial Limited. Our services include retirement planning, financial planning, superannuation, investment advice, wealth creation and so much more. We'll take control of your financial situation and help you reach your goals. You need real time trading advice you can rely on. Let us take the guesswork out of stockbrocking and look after your investments the smart way. To find out more about our services or to schedule a consultation with our accountants, contact us today.
Open
55 Plaza Pde, Maroochydore QLD
Avoda Business Advisory Quick Info
Financials & Tax Returns
Business Start-Ups
Tax Planning
Structuring Advice
Products
Software Systems
Services
Services we offer:
Financials & Tax Returns
Budgets & Cash Flows
Business Start-Ups
SMSF's
Tax Planning
Management Reporting
Structuring Advice
Cloud Accounting
CPA - Certified Practising Accountant
About
Avoda Business Advisory is a CPA firm. We pride ourselves on being CPA qualified and attend regular seminars & information sessions to ensure our accounting knowledge is always up to date. We can do your Personal Tax Returns, Set up a new business, do your small business financials as well as self managed super funds. Our software allows us to complete your tax return remotely, so no need to come in for an appointment - unless you want to of course.
R
Rebecca
7 months ago
The team at AVODA are friendly and welcoming. Tim was very thorough, patient, efficient and helpful with my latest tax return and questions regarding the suitability of Xero for my business. As a new small business owner, it's important to feel heard and get answers for your questions, so you can feel confident you are making the right decisions when it comes to your finances. Highly recommend Tim and the team at AVODA for supporting small business owners.
4.7 (29)
Open
6 Innovation Pkwy, Birtinya QLD
Total Business Partners Quick Info
Accounting
Business Consultants
Tax Planner
BAS / IAS
Products
Xero accounting software
Services
Individual tax returns
Trust tax returns
Company tax returns
Partnership tax returns
Taxation advice
Business services
BAS
ASIC
Self managed super funds
Business advice
Bookkeeping
Goods & services tax
Capital gains tax
Tax Planning
Accounting
Taxation
Accounting
Business Consultants
Tax Planner
BAS / IAS
About
At Total Business Partners we are committed to providing high quality, and timely accounting and taxation services to our diverse clients. As a business, we are passionate about the benefits of Cloud Accounting solutions and are experts in Xero. All accountants on our team are Xero certified and offer training sessions to help you and your business. You will be looked after by a highly qualified, experienced and motivated team. We provide professional advice in taxation and accounting for Individuals and Businesses so call and speak with one of our qualified accounting specialists at Total Business Partners today!
CM
Campbell Marshall
6 months ago
For the last 5 yrs Total Business Partners have have been doing our mother's / mother in-law's tax and financial affairs - we have delt with Erin Johnson - Erin has been very professional - as our mother / mother in-law past away in Dec '22 and her record filing and keeping was such that we did not have all the answers Erin wanted - Erin did a great job in sorting out the financial mess - at times hair pulling stuff - we are grateful that Erin sorted it all out - well done Erin - would recommend Total Business Partners to anybody requiring their services
Thank you Campbell for taking the time to share your experience with Total Business Partners. We are deeply sorry for your loss and understand that managing affairs during such a difficult time can be challenging. It's heartening to hear that Erin provided the professionalism and support needed to navigate through the complexities. We take pride in our team's dedication to service and are glad Erin exemplified this by efficiently handling the situation. Your recommendation is greatly appreciated, and we look forward to continuing to serve you and anyone you refer to us with the highest standard of excellence. Warm regards, The Team at Total Business Partners
Responded 5 months ago
Open
Fundi Finance - Mortgage Broker Quick Info
Services
First Home Buying Mortgage Brokers
Refinancing Mortgages
Next Home Buying Mortgage Brokers
Competitive Rates
Personalized Support
Fast & Flexible Services
Investment Property Loans
Self Employed Home Loans
Debt Consolidation
Medico Loans
Legal Professional Loans
Visa Holder Loans
SMSF Home Loan Property Broker
About
Fundi Finance Mortgage Broker is a trusted & experienced mortgage broker that helps first home buyers, seasoned property investors & homeowners find the best home loans in Australia. Our home loan experts provide personalised service & guidance throughout the entire loan process, from pre-approval to settlement. We are local to Noosa & the Sunshine Coast, based in Eumundi & provide mortgage broking services to customers Australia wide, including first home loans, SMSF loans, Medico loans & more.
49 Ball Road, Eumundi QLD
Open
Rapley Financial Quick Info
Refinancing & Debt Consolidation
Vehicle Finance
Wealth Creation
Home & Investment Loans
Services
Refinancing & Debt Consolidation
Vehicle Finance
Wealth Creation
Personal Risk Protection
Equipment Finance
Property Investment
Self Managed Super Fund Lending & Set Up
First Home Buyers
Home & Investment Loans
Business Finance
Portable Loans
Repayment Holiday
Redraw Facility
Weekly or Fortnightly Repayments
About
Rapley Financial can help you find the best finance solutions for your property needs. We work to find the best finance solutions to meet your needs, from first-time home buyers to property investors. We can help with Home and Investment Loans, Commercial Finance, SMSF Set Up and Lending, Equipment and Vehicle Finance and Personal Risk Protection.
32 Hooper Crs, TEWANTIN QLD
View Pomona Superannuation - Self Managed & Funds Businesses Below
4 (1)
Closed
H&R Block Tewantin Quick Info
Services
Late Lodgments & Audit Assistance
ABN Registrations
ATO Audit Assistance
Second Look Assessment
Tax Return Services
Individual Tax Returns
Partnership Tax Returns
Tax Returns For Share & Property Investors
US Expat Tax Returns
Under 21 & Full Time Students Under 25 Special Offer Tax Returns
Business Services
Financial Statements
Company Structure Set Up
Company Tax Returns
Self Managed Super Fund Tax Returns
Sole Trader & Contractor Tax Returns
Specialised Accounting Services
Investment Properties
Motor Vehicle Claims
Income Tax Services
K
Kath
8 years ago
great customer service and taxation advice and care, always professional and helpful fast and reliable and great price thanks team at H & R Block exceptional
Shop 1/97 Poinciana Avenue, Tewantin QLD
5 (1)
Open
McFarlane Orr Insurance Specialists Quick Info
Services
Life Cover
Income Protection
Business Wills
Debt Protection
Trauma & Child Cover
Superannuation
Estate Planning
Business Succession Planning
Total & Permanent Disability
Term Life Insurance
Key Person Insurance
Debt Elimination
Rollovers
Disability Insurance
Wills
Buy-sell Agreements
Trauma Insurance
Retirement
About
James is a financial adviser with McFarlane Orr Insurance Specialists. Specialising in risk insurance, superannuation and estate planning for individuals and business owners. James has been in the financial services industry since 1999 starting with his father Jim Orr and the family business before becoming a director. Specialties Personal risk insurance: providing release from debt and family protection in the event of death, disablement (both temporary and permanent) and/or a traumatic condition via the implementation of insurance - life cover, trauma insurance, total and permanent disability and income protection including business expense cover. Superannuation: providing a funding mechanism in retirement for individuals and companies (corporate). Estate planning: business succession, buy/sell agreements via insurance.
A
Anne
6 years ago
James and his team provided me an extremely professional service. James goes above and beyond to ensure our satisfation promptly. Very friendly team, hard workers, the best product and services. Highly recommended.
97 Poinciana Ave, Tewantin QLD
Open
Dryden Associates Quick Info
Services
Business Assessment
Business Advisory
Business Structure
Accounting & Taxes
SMSF
Xero & Cloud Solutions
About
Join our team at Dryden Associates and get more than a ‘once a year’ accountant. We believe we must earn the right to be your trusted advisor by spending the time getting to know your business. As a small business owner, it’s important that your advisor understands your business and your drivers. See, we don’t mind getting our hands dirty by straying from the ‘year-end tax’ work cycle because that’s where you often find the value. You’ll love our innovative holistic approach to managing your needs.
25 Monak Rd, Peregian Beach QLD
Best Superannuation - Self Managed & Funds Near Me
5 (5)
Open
Carbon Gympie Quick Info
Products
Audit Insurance
Services
Benchmarking and Business Health Check
Accounting and Taxation
Taxation Planning
Company Secretarial
Succession & Estate Planning
Audit Services
Self Managed Super funds (SMSF)
Fixed Price Agreements
Business Partner Program
Business Mentoring
Business Optimiser Services
Strategic Planning
Financial Forecasting
Selling a Business
Rental Properties
Acquisitions and Mergers
Quarterly Meetings
Business Advice
Unlimited Phone Support
Secure Transfer of files
CPA & SPAA Accredited
Free Monthly Newsletter
Self Managed Superannuation Funds
About
Accountants delivering outstanding Value, Quality & Service Our client's reasons for relying on us are simple; they know they can count on us, and they know our drive is to simplify their processes and offer real value in working to assist their growth rather than complicating it. We believe that there are five overlapping areas in financial & accounting management: Structure Advice Tax Planning Business Health Check Financial Forecasting Ongoing Mentoring and Support What can we offer you? At Charter Partners, we value our clients and their business, and our success is founded upon identifying, developing and implementing excellence by way of best practice. We believe in continuing innovation, reinvention and reorganisation. Our aim is to always provide a final service that is second-to-none, and this service is based on quality, care and personal pride. No work ever leaves our office without being rigorously checked and scrutinised to ensure a quality end product. We can offer you the following services: Benchmarking and Business Health Check; Accounting & Taxation; Taxation Planning; Company Secretarial; Succession & Estate Planning; Audit Services; Self Managed Superannuation Funds (SMSF); Fixed Price Agreements; Business Partner Program; Business Mentoring; Business Optimiser Services; Strategic Planning; Financial Forecasting; Selling a Business; Rental Properties; Acquisitions & Mergers. If you would like to discuss what we can offer to you as Accountants and Business Advisors, please contact us on the phone numbers below or email info@charterpartners.com.au to make an appointment today.
DM
Daniel Mckell
3 years ago
I could not recommend Carbon Accountants Gympie highly enough! Such attention to detail, honest, reliable, & fantastic communication. I was very poorly dealt with by a previous accountant and Carbon have really put me at ease, explained everything in detail and kept me updated with every process of my SMSF that needed a lot of work, that I might add wasn’t a problem for them to tackle. They certainly care for what they do and for client satisfaction which is very hard to find in so many businesses and I can’t thank them enough. In particular I would like to thank Inga for her honesty and kind understanding approach in all my dealings with her, it’s been an absolute breath of fresh air and an immense relief. An outstanding company! Thank you
28 Excelsior Rd, Gympie QLD
4.5 (2)
Open
Aegis Business Accountants Quick Info
Products
Bookkeeping
Tax
Team of Highly Reliable and Meticulous Gympie Accountants
Referrals
QuickBooks
MYOB
Xero
Cashflow Manager
Services
General Accounting Advice
Taxation Services
Small Business Accounting
Business Set-Ups
Management Accounting
Bookkeeping
Self-Managed Superannuation Funds
Handle Each Account with a Careful and Considered Approach
Combined Industry Experience of More than 10 Years
Xero
MYOB
QuickBooks
Cashflow Manager
Referrals for Financial Planning Services
Team of Highly Reliable and Meticulous Gympie Accountants
About
Aegis Business Accountants has a team of highly reliable and meticulous Gympie accountants and small business advisors that is dedicated to providing clients with only superior services. We offer an extensive range of accounting services, such as general accounting advice, taxation, small business accounting, business set-ups, management accounting and bookkeeping. We also provide referrals for financial planning services and self-managed superannuation funds. With a combined industry experience of more than 10 years, our Gympie accountants and small business advisors employ this accumulated expertise to carry out high-quality services for utmost customer satisfaction. We offer personalised services that are tailor-made to fit each customer's needs and requirements. We utilise only the best accounting tools available, including Xero, MYOB, QuickBooks and Cashflow Manager. At Aegis Business Accountants, we care about our clients, so we ensure we handle each account with a careful and considered approach. We are accredited by the Institute of Chartered Accountants in Australia, and we are a Xero bronze partner.
JM
Jan Macalister
5 years ago
Graeme has been a pleasure to work with. Friendly, personable and efficient. Doesn't cost the Earth. Highly recommend. Jan Macalister, MBA Biz Sales Direct
Gympie QLD
Open
H&R Block Gympie Quick Info
Services
ATO Audit Assistance
Business Activity Statements
Second Look Assessment
Tax Return Services
Individual Tax Returns
Partnership Tax Returns
Tax Returns For Share & Property Investors
US Expat Tax Returns
Under 21 & Full Time Students Under 25 Special Offer Tax Returns
Business Services
Financial Statements
ABN Registration
Company Structure Set Up
Company Tax Returns
Self Managed Super Fund Tax Returns
Sole Trader & Contractor Tax Returns
Specialised Accounting Services
Personal Tax Services
Investment Properties
Motor Vehicle Claims
Capital Gains
Deceased Estates
Income Tax Services
BAS & GST
Late Lodgments & Audit Assistance
Rental Property Investors
Bookkeeping Services
About
H & R Block is an accounting business. We will take care of your income tax return preparation, small business compliance and other accounting needs.
Shop 2/73-79 Mary Street, Gympie QLD
Explore Pomona Superannuation - Self Managed & Funds Services Near You
5 (1)
Open
KR Bookkeeping & Office Services Quick Info
Bookkeeping & administration
Payroll
Accounts payable management
BAS, IAS, PAYGW lodgements
Products
Receipt books
Services
Bookkeeping & administration
Payroll
Accounts payable management
Accounts receivable management
GST
MYOB software sales & set up
QuickBooks 'intuit' online software sales & set up
Office services
BAS, IAS, PAYGW lodgements
Record keeping
Statements / invoices
Cloud software
Bank reconciliations
Reports
On-site / off-site
Superannuation
Administration tasks
About
Get your paperwork in order with KR Bookkeeping & Office Services. Our Gympie bookkeepers take care of your business needs from pick up to handover to your accountant. Need to do more wok and less paperwork? We make sure you have the most appropriate accounting software for all your bookwork. We specialise in MYOB, QuickBooks and Receipt Books. We keep your financial records up to date. Record keeping, accounts receivable and payable, payroll, GST reporting are just some of the bookkeeping services we offer to our clients. Need someone to look after your reception and administration tasks? Our bookkeepers can do it in your office, off-site or remotely. Concentrate on growing and developing your business and leave the stress and paperwork to us. Call KR Bookkeeping & Office Services today for all your bookkeeping and administration services.
BC
BARRELL CHEMICALS
7 years ago
Kelly from KR Bookkeeping has been our admin and accounts clerk for 7 years now. She takes care of all our day-to-day admin/reception tasks. Kelly also takes care of all our bookkeeping and ensures that all accounts are up to date. I have full confidence in her abilities and she is a valued member of our team.
Shop 2/17–19 Channon St, Gympie QLD
Open
Peregian Accounting Services Quick Info
Services
Taxation planning & advice
BAS Preparation & GST advice
Budgeting & Cashflow forecasting
Business Start-ups
Bookkeeping
Asset protection & business structures
Business management Advice
Taxation consulting and advice
Tax return preparation (including late or previous year’s returns)
Share trading income and deductions
SMSF establishment
Preparation of financial statements and tax returns
Independent SMSF auditing services
About
Peregian Accounting Services is a firm of professionals offering a personalised, accurate, reliable and pro-active accounting and bookkeeping services to customers. Tax consultations are also available. Call us to find out how we can assist you with your business start up plans.
Unit 3-12 Grebe St, Peregian Beach QLD
Featured Reviews of the Best Superannuation - Self Managed & Funds in Pomona
4.7 Average Rating based on 46 reviews from 15 Superannuation - Self Managed & Funds near Pomona
James and his team provided me an extremely professional service. James goes above and beyond to ensure our satisfation promptly. Very friendly team, hard workers, the best product and services. Highly recommended.
Anne left a review for
McFarlane Orr Insurance Specialists
Graeme has been a pleasure to work with. Friendly, personable and efficient. Doesn't cost the Earth. Highly recommend. Jan Macalister, MBA Biz Sales Direct
Jan Macalister left a review for
Aegis Business Accountants
For the last 5 yrs Total Business Partners have have been doing our mother's / mother in-law's tax and financial affairs - we have delt with Erin Johnson - Erin has been very professional - as our mother / mother in-law past away in Dec '22 and her record filing and keeping was such that we did not have all the answers Erin wanted - Erin did a great job in sorting out the financial mess - at times hair pulling stuff - we are grateful that Erin sorted it all out - well done Erin - would recommend Total Business Partners to anybody requiring their services
Campbell Marshall left a review for
Total Business Partners
Kelly from KR Bookkeeping has been our admin and accounts clerk for 7 years now. She takes care of all our day-to-day admin/reception tasks. Kelly also takes care of all our bookkeeping and ensures that all accounts are up to date. I have full confidence in her abilities and she is a valued member of our team.
BARRELL CHEMICALS left a review for
KR Bookkeeping & Office Services
I could not recommend Carbon Accountants Gympie highly enough! Such attention to detail, honest, reliable, & fantastic communication. I was very poorly dealt with by a previous accountant and Carbon have really put me at ease, explained everything in detail and kept me updated with every process of my SMSF that needed a lot of work, that I might add wasn’t a problem for them to tackle. They certainly care for what they do and for client satisfaction which is very hard to find in so many businesses and I can’t thank them enough. In particular I would like to thank Inga for her honesty and kind understanding approach in all my dealings with her, it’s been an absolute breath of fresh air and an immense relief. An outstanding company! Thank you
Daniel Mckell left a review for
Carbon Gympie
The team at AVODA are friendly and welcoming. Tim was very thorough, patient, efficient and helpful with my latest tax return and questions regarding the suitability of Xero for my business. As a new small business owner, it's important to feel heard and get answers for your questions, so you can feel confident you are making the right decisions when it comes to your finances. Highly recommend Tim and the team at AVODA for supporting small business owners.
Rebecca left a review for
Avoda Business Advisory
great customer service and taxation advice and care, always professional and helpful fast and reliable and great price thanks team at H & R Block exceptional
Kath left a review for
H&R Block Tewantin
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Rated 4.9 Stars on 500+ Reviews
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