The TOP 10 BEST Superannuation - Self Managed & Funds in Tomago NSW
Top Tomago NSW 2322 Superannuation - Self Managed & Funds
clpkgjwg1000m08l0c72pf8a3 Christmas Trading Hours
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Merry Christmas! We will be closed from Thursday 21st of Demeber at 5:15pm and reopening Monday 8th of January at 8:45am
cl968gqnq000z09l24uza2mga 2022 Tax matters - individuals, business & SMSFs
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We are ready and able to assist taxpayers with preparation and lodgement of their 2022 tax returns (and can attend to any outstanding lodgements as well). Our contact information is listed above, and we welcome new individual and business clients, and also cliets with Self-managed superannuation funds.
Need an affordable superannuation - self managed & fund open now? These 94 results near you are waiting for your call. Here are our top Tomago Superannuation - Self Managed & Funds with reviews & ratings.
Open
Lvl 1/83 Beaumont St, Hamilton NSW
The Garis Group Quick Info
Business Accounting
Health Industry
Trades, Construction
Professionals
Products
Trades & Construction Accounting
Health Industry Accoounting
Accountants & Professionals
Hospitality Accounting
Tourism Accounting
Services
Business Growth & Advisory Services
Business & Personal Accounting Services
Tax Returns
Property Investment
Estate Planning
Financial Statements Preparation
Self Managed Superfund Services
Bookkeeping & Compliance Services
Retirement & Succession Planning Services
Access to a Hospitality Specialist for Business Strategy and Advice
Industry specialisation for NDIS and Allied Health Sector
Industry specialisation for the Construction and Building Sector
Business Accounting
Health Industry
Trades, Construction
Professionals
About
Newcastle Accountants, The Garis Group, is a professional family owned and operated financial services firm that aims to build a strong and continuous relationship with our clients built on our valuable, personal, technical and knowledgeable expertise. We help create a beautiful financial future for our clients, their families and the people around them so that together we create a huge and lasting impact in our world. We are experienced individual tax agents and small business accountants with over 25 years of service in Hamilton, Newcastle, the Hunter Valley and beyond. Our team is committed to building a financial services firm that our friends and family would choose and recommend.
Open
2 Dick Street, Newcastle West NSW
In Financial Services Quick Info
Mortgage Brokers
First Home Buyers
Highly Experienced Team
Purchase A Home
Services
Mortgage Brokers
First Home Buyers
Highly Experienced Team
Purchase A Home
Regional First Home Buyer Guarantee
First Home Guarantee
Family Home Guarantee
First Home Buyer Choice
Refinance
Free Discovery Meeting
Debt Consolidations
Investment Loans
SMSF Loans
Comprehensive Options Covering All Major Lenders
Tailored Guidance for You as an Individual
Complete Care From Start To Finish
Personalised Guidance
Inspiring Success
Trusted Mortgage Brokers
About
We’re on a mission to inspire savvy locals to use property to successfully grow their net worth. Whether you are just getting started in the property market or looking to grow your property portfolio, our team of experts are here to support you every step of the way.
4.3 (3)
Open
Unit 2 50 Regent St, New Lambton NSW
JBG Accounting Pty Ltd Quick Info
Small business accounting
Self managed super funds accounting
Bookkeeping
Tax services
Services
Small business accounting
Business structures & advice
Accounting software installation & training
GST services
PAYG withholding services
Reckon software installation & training
Xero software installation & training
Self managed super funds accounting
MYOB software
Bookkeeping
Tax services
Finance & loans
BAS preparation & lodgements
Business financial statements
Professional external accountants & financial advisers
About
When you need help with your tax returns, call JBG Accounting in Newcastle. Our accounting firm has been assisting clients with their finances since 2004. With a focus on client rental properties and the myriad of capital gains issues, as well as tax matters. We also focus on small business accounting, lodging and advising on appropriate business structures. At JBG Accounting we prepare and lodge over 1,000 personal tax returns each year. We also manage 140+ companies, 30+ trusts, 30+ self-managed superannuation funds, and 40+ sole traders and partnerships. JBG Accounting are users and promoters of Reckon and Xero Accounting software, and can provide installation and training as required. Most of our clients use these programs to manage their accounting and GST efficiently. If you need help with your accounting and tax needs, call us today to book an appointment. We can come to your home or business for your convenience.
K
K
7 years ago
JBG Accounting and or John are just brilliant he has saved us so many times when it comes to tax time, professional and honest very reliable to do the best job for our business. Highly recommending this service thanks.
Open
18 Elsworth Pde, Merewether Heights NSW
Desley Brunette Chartered Accountant Quick Info
Products
Activity Statements
Business Activity Statements
Services
Accounting
Taxation
Self Managed Superannuation
Business Advisory
About
My business strives to assist businesses and individuals grow their wealth. This is often done via Superannuation and, with approximately 14 years experience in the superannuation industry and a keen interest in this ever changing environment, I can help you navigate this area in particular to maximise those opportunities available. I have also assisted businesses in developing management tools to assist them in managing their environment. This has freed up valuable time to develop and grow their business. Of course, my business also offers a complete service with regard to the preparation and lodgement of Tax returns and activity statements as the need arises including liaising with the Tax office where necessary. My aim is to provide a complete solution to you. I provide services to clients all over Newcastle including Merewether, Charlestown, Kotara, Adamstown, Mayfield, Wallsend, Belmont, Glendale, Broadmeadow, New Lambton, Lambton and The Junction.
J
John
7 years ago
Well getting slowly ready for the dreaded time once again, getting everything in order for the accountant, never ending but have to do it don't won't to pay them to much, Desley is wonderful very good at returning money to me see you soon.
Open
Lvl 1/14 Bulwer St, Maitland NSW
In Financial Services Quick Info
Refinancing
Home Loans
Investment Loans
Business Loans
Services
Refinancing
Restructuring
Home Loans
Investment Loans
Business Loans
Debt Consolidation
Chattel Mortgages, Leases & Hire
Financial Services
Personalised Guidance
Trusted Mortgage Brokers
Inspiring Success
Complete Care From Start To Finish
Tailored Guidance for You as an Individual
Comprehensive Options Covering All Major Lenders
SMSF Loans
Free Discovery Meeting
First Home Buyer Choice
Family Home Guarantee
First Home Guarantee
Regional First Home Buyer Guarantee
Purchase A Home
Highly Experienced Team
About
Are you struggling to find the right loan for you? Are you confused by all the different loans available? With countless lenders and loans available, from home loans and business loans to personal loans and chattel mortgages, choosing the right one can be confusing and time-consuming. At In Financial Services, we know all our clients as individuals, not numbers. We take the time to learn about your current situation and your plans for the future, perhaps a career change, buying a property or starting a family. We provide personalised guidance and information on products. This means we treat every client as an individual and formulate their loan structure to incorporate their personal wants and needs. Our customer service is second to none, and we pride ourselves on being there for our clients from the moment of your initial free consultation and for the duration of your loan. We keep in touch at significant points throughout the process and contact you several times a year to make sure you're fully informed and are comfortable with your financial progression.
Open
Mortgage Choice Raymond Terrace Quick Info
Services
Home Loans
Investment Property Loans
Refinance Home Loans
Refinance Consolidate Debt
Self Managed Super Fund Loans
Car Finance
Asset Finance
Land Loan
Construction Loan
Renovation Finance
Equity Release
Deposit Bonds
Bridging Loan
First Home Buyers Loan
Insurance
Investment Loan
Personal Loan
Car Loan
Equipment Finance
Business Lending
About
Mortgage brokers.
2/199 Adelaide Street, Raymond Terrace NSW
5 (1)
Open
CL Financial Quick Info
Services
Tax & accounting for small business
Financial planning
Accounting & advice
Bookkeeping
Home & car loans
Superannuation
Pension fund advice
About
CL Financial provides trustworthy and friendly financial advice for superannuation, small business and individual tax accounting in Port Stephens. Whether you're setting up for a comfortable retirement or starting a family, our qualified accountants in Raymond Terrace can assist you in planning for the next stage of your life. Our Port Stephens accountants offer an extensive range of services including taxation, small business accountancy, bookkeeping, home and car loans, small business advice, superannuation and pension fund advice. With more than 25 years' in the financial industry, CL Financial has developed a personalised approach in handling all types of financial concerns, tailoring our services according to your needs. Our Raymond Terrace finance and accounting firm is a member of the Institute of Public Accountants, the Taxation Institute of Australia, the Financial Planning Association and the Institute of Chartered Accountants. If you need help with your finances in Port Stephens, speak to one of our accountants today.
J
Jennifer
8 years ago
CL Financial is an expert in their field with rapid turnaround times. Always great tax service and I feel confident in the service I have received. Never a pleasant time doing tax but CL Financial make it just that little bit easier. Great work. Highly recommend.
2/5 King St, Raymond Terrace NSW
4 (1)
Open
DJ Cooper Accounting (CPA) Quick Info
Accounting
Taxation
Self-Managed Super Funds (SMSF)
Company & Trust Formations
Products
Accounting & Finance services
Services
Accounting
Taxation
Bookkeeping Services
Budget & Cashflow Forecasting
Financial Planning
Business Solutions
Payroll Services
Xero
MYOB
QuickBooks
Reckon
Self-Managed Super Funds (SMSF)
Company & Trust Formations
About
DJ Cooper Accounting are client focused, providing accounting & finance solutions to help you manage your business or personal finances to achieve your personal and business goals.
H
H
8 years ago
We have gone here for sometime at Bowling & Associates Great service and private all the staff friendly and helpful to needs never disappointed thanks guys
Level 1 / 47 William St, Raymond Terrace NSW
Closed
H&R Block Raymond Terrace 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
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
BAS & GST
Specialised Accounting Services
Personal Tax Services
Investment Properties
Motor Vehicle Claims
Bookkeeping Services
16 William Street, Raymond Terrace NSW
4 (2)
Open
Lifespan Financial Planning Quick Info
Products
Car & home loan products
Financial investment products
Superannuation funds
Shares�choice of brokers
Trauma insurance cover
Services
Investments
Estate planning
Financial planning
Finance, loans, & leasing
Asset protection
Self-managed super funds
Gearing & equity advice
Holistic approach
Wealth creation
Tailored advice
Retirement savings
Support services
Industry leading products
Aged care tailored advice
Redundancy
Short & long term financial goals
About
Grow your investments today! At Lifespan Financial Planning, we can provide a complete set of financial solutions and investment recommendations to ensure your financial security. Whether you want to make a smart investment or reorganise your finances, our team can tailor advice to get your finances on track. Our team of financial advisers is committed to developing strategies for personal investors, business people and self-managed super funds. We provide all clients with a wide variety of industry leading products. Asset protection, insurance and self-manage super funds are all part of our wide range of products helping clients to enjoy wealth from returns on their investments and strategic planning. Call Lifespan Financial Planning now to organise an appointment and start reaching your financial goals. We advise clients in Port Stephens, Raymond Terrace and from Cardiff to Nelson Bay including Williamstown and Medowie.
J
James
7 years ago
With the most reliable and trustworthy advice to offer, Lifespan Financial Planning is a highly recommended company to go to. They offer a variety of services to help you plan for your future. Staff are friendly and helpful. Thank you for helping us get on track to our financial goal. Would recommend.
2/5 King St, Raymond Terrace NSW
Open 24 Hrs
Aurum Accountants Quick Info
Services
Accounting services
Cloud based software solutions
Data processing & bookkeeping solutions
Annual reporting and compliance
Taxation
Taxation compliance services
Taxation advice
Taxation consultancy
Business activity statements
Business advisors
Small to medium business advisory
Business structuring & establishment
Bookkeeping
Business consultation
Preparation of financial statements
Income tax returns for:
Individuals
Business
Goods and services tax
Fringe benefit tax
Capital gains tax
Payroll tax
Land tax
Superannuation
Insurance options
Statements of advice (SOA)
Cashflow statement analysis
Financial analysis
Insurance information
Accounting
3/4 Revelation Cl, Tighes Hill NSW
View Tomago Superannuation - Self Managed & Funds Businesses Below
4 (1)
Open
Advisory Group Quick Info
Services
Investment Advice
Wealth Creation Strategies
Self Managed Super Funds
Negative Gearing
Retirement Planning
Rollovers
Redundancy/Lump Sum Payment Advice
Tax Minimisation
Centrelink Advice
Estate Planning
Major Purchase Planning
Stock Broking (through other parties)
Mortgage Elimination
Banking Services
Life Insurance
Risk Management - protecting yourself, your family & your property
Ethical & Socially Responsible Investments
Superannuation
Corporate Superannuation Funds
Education Funding
Financial Planning for Small Businesses
Financial advice if you are changing jobs, careers or lifestyle
Personal financial advice
About
At advisory GROUP is a full-service Financial Planning and investment management firm who has been serving the local community since 1987. Our team has developed a reputation for giving the highest quality, advice and providing exceptional service over a long period of time. With the backing of AMP Financial Planning, one of Australia's largest financial institutions, we have access to strategic financial planning software, extensive up-to-date research and technical resources. We offer a wide range of financial products and services, including most of the leading fund managers and pride ourselves on providing personalised customer service. We enhance our clients lives now and into the future through education and personal financial advice.
KM
Kirra and Mat
7 years ago
We cannot thank you enough for all you did to change our lives. We are attacking our loans and our lifestyle has changed dramatically. Still getting used to having money left after bills. The offset loan was a bit to adjust to, but we are used to it now.
206 Hannell St, Maryville NSW
Open
Nova Business Professionals Quick Info
Services
Coaching & mentoring
Business training course
Taxation planning
Wealth creation & SMSFs
Systems development
Management reporting
General book keeping
Superannuation advising
About
Nova Business Professionals provide accounting services, and, as mentors, trainers and taxation advisors, offer Nova Business Plan and business start up training, investment training and taxation planning.
5 Hudson St, Hamilton NSW
Open
Pinnacle Financial & Investment Services Quick Info
Services
Retirement planning
Financial planning
Small business advice
Banking solutions
Investment planning
Superannuation
Estate planning
Salary packaging
Wealth management
Debt management
Wealth protection
Free no obligation initial consultation
130 Tudor St, Hamilton NSW
Open
RM Insurance Brokers Quick Info
Services
Marine Insurance
Small Business Insurance
Liability Insurance
Farm Insurance
Domestic Insurance
Self-Managed Super
Financial Planning
Investment Advice
Direct Shares
Managed Funds
Self Funded Pensions
Account Based Pensions
Allocated Pensions
Fixed Term Pensions
About
RM Superannuation Services Pty Ltd provides self managed superannuation to their clients in the Newcastle and surrounding areas.
184 Parry St, Newcastle West NSW
Open
Velich Advisory Quick Info
Services
Accounting & Tax
Business Advisory
Self Managed Super Funds
Allied Health Business Consulting
Construction & Trade Business Consulting
Succession Planning
Estate Planning
Asset Protection
Tax Advices
Xero Training
Comprehensive Planning & Advices
Innovative Solutions
Trusted Advisors
Community Focussed
Proactive Advices
Suite 1/7 Stewart Avenue, Hamilton East NSW
Open
Aware Super Newcastle Quick Info
Services
Financial planning
Super accounts
Investments
Advice and guidance
Insurance
Retirement accounts and services
About
We’re driven by the vision that all Australians will look forward to a retirement spent in comfort and dignity. We believe this can be achieved by engaging our members to make educated decisions about their super. We're entirely dedicated to their needs, their goals and their futures. We're one of Australia’s largest industry funds providing superannuation, advice and retirement solutions to those who teach, nurse, care, respond and help others in our communities. At a most fundamental level, our strategy and motivation has always centred on delivering the best possible outcomes for members. We were established in 1992 to provide for the superannuation and retirement needs of NSW public sector employees and their families. In 2006, we opened our doors to everyone, providing competitive-fee, low-maintenance super for all Australians. In 2011, we merged with Health Super to create one of Australia’s largest super funds. We currently manage a combined asset pool of $125 billion on behalf of our 1.1 million members and clients.Tooltip text for Operating on a bigger scale allows us to offer security and benefits through competitive fees, value-for-money insurance rates, and financial advice. So while we’ve changed in size, we’ve stayed true to our philosophy of putting members first.
199-201 Hunter Street, Newcastle NSW
Open
Catherine Henry Lawyers Quick Info
Products
Advice
Legal Services
Services
Buying & Selling Property
Family & Relationship Law
Health & Medical
Wills & Estates
Elder Law
Criminal Law
Superannuation & Insurance claims
Institutional Abuse
Medical Negligence
Wills and Estate Planning
Property Buying & Selling
Superannuation and Insurance Claims
About
At Catherine Henry Lawyers we are experts in health and relationship law, from medical negligence to family and elder law. We will make sure you know your options, keep the lines of communication open and most important, do what we say we will do. Above all, we'll always communicate clearly and simply. Whatever you need, we listen and work hard to help you. Our award-winning law firm assists people in regional NSW and Australia wide.
Lvl 1 133-135 King St, Newcastle NSW
Explore Tomago Superannuation - Self Managed & Funds Services Near You
4 (1)
Open
GPA Matrix Quick Info
Financial Services
Passport Service
Wealth Creation
Retirement Planning
Services
Financial Services
Passport Service
Wealth Creation
Retirement Planning
Superannuation
Risk Strategies Advice
Death Cover
Permanent Disability Cover
Income Protection
Business Expense Cover
Trauma Insurance
Business Loan Protection
Buy/Sell & Protection
Keyman Cover
About
Established in 1973, GPA Matrix has evolved into a financial planning practice that encapsulates international experience with tailored advice for individuals, professionals and businesses. Our role is to maximise the probability of you achieving your financial goals. Employing state of the art technology and systems with fully qualified and experienced advisers we help people make better decisions in their financial lives. We have a policy of only taking on clients where we can add considerable value. This is established through: 1. A full review of your current situation showing whether you can reach your goals with your current plan 2. A report on how to reach milestones such as repayment of mortgage, funding goals like children's educations or renovations or reaching desired retirement income levels 3. Alternative strategies you may wish to consider which may improve your outcomes 4. A detailed cash breakdown so you can see the impact of various strategies on your everyday lifestyle
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Anthony D
7 years ago
GPA has been with me through career and family growth, adjusting my insurance to my circumstances. During illness, GPA adequately insured me so I met my commitments and returned to good health. Key to GPAs commitment to clients are yearly reviews adjusting insurance and superannuation to changing priorities.
1/41–45 Newcomen St, Newcastle NSW
Open
Gerard Malouf & Partners Law Newcastle Quick Info
Services
Medical Negligence Claims
Workers Compensation Claims
Professional Negligence Claims
Product Liability Compensation Claims
Travel Accident Compensation Claims
Motor Vehicle & Car Accident Claims
Public Liability Claims
Superannuation & Personal Disability Claims
Workplace Negligence & Injury Claims
Dust Disease, Mesothelioma & Asbestos Claims
Institutional & Child Abuse Claims
Contesting Wills & Inheritance Disputes
Class Actions Lawsuits
Personal Injury Lawyers
Trusted Compensation Lawyers
Sexual Assault & Child Abuse Claims
Will & Family Inheritance Disputes
Professional Legal Services
Personal Injury Law Accredited Specialist
Australian Law Firm Specialists
Level 1/17 Bolton Street, Newcastle NSW
Open
H&R Block Newcastle City Quick Info
Services
Individual Tax Returns
Partnership Tax Returns
Late & Multi Year Tax Returns
US Expat Tax Returns
ATO Audit Assistance
Business Activity Statements
Bookkeeping Services
Financial Statements
Company Tax Returns
Sole Trader & Contractor Tax Returns
Tax Returns For Share & Property Investors
Amendments To Prior Year Tax Returns
Second Look Assessments
Under 21 & Full-Time Students Under 25 Special Offer Tax Returns
Business Services
ABN Registration Services
Self-Managed Super Fund Tax Returns
Deceased Estates
Income Tax Services
BAS & GST
Shop 3/81-85 Hunter Street, Newcastle NSW
Open
Hub Advisory Group Quick Info
Products
Insurance Options
Statements of Advice (SOA)
Cashflow Statement Analysis
Financial Analysis
Insurance Information
Services
Bookkeeping
Management accounting
Compliance accounting
Tax returns
Financial consulting
Business planning
Personal goals
Personal insurance
Wealth management
Retirement planning
SMSF
275A Hunter St, Newcastle NSW
Open
Leenane Templeton Wealth Management Quick Info
Products
Insurance Options
Statements of Advice (SOA)
Services
Business Owner
Wealth Creation
Wealth Management
Financial Planning and Advice
Self Managed Super Fund
Superannuation Advice
Retirement and Estate Planning
Investing
Wealth Protection and Insurance
Family Office
Business accounting
Financial advice
About
Leenane Templeton accountants and advisors are based on King Street in Newcastle, with almost 30 staff our team has a diverse range of accounting, tax and financial specialists to help with your personal or business accounting. Whether you need a simple tax return or have complicated business or financial accounting and tax needs our team are here to help.
134 King St, Newcastle NSW
Featured Reviews of the Best Superannuation - Self Managed & Funds in Tomago
4.2 Average Rating based on 10 reviews from 40 Superannuation - Self Managed & Funds near Tomago
JBG Accounting and or John are just brilliant he has saved us so many times when it comes to tax time, professional and honest very reliable to do the best job for our business. Highly recommending this service thanks.
K left a review for
JBG Accounting Pty Ltd
CL Financial is an expert in their field with rapid turnaround times. Always great tax service and I feel confident in the service I have received. Never a pleasant time doing tax but CL Financial make it just that little bit easier. Great work. Highly recommend.
Jennifer left a review for
CL Financial
We have gone here for sometime at Bowling & Associates Great service and private all the staff friendly and helpful to needs never disappointed thanks guys
H left a review for
DJ Cooper Accounting (CPA)
With the most reliable and trustworthy advice to offer, Lifespan Financial Planning is a highly recommended company to go to. They offer a variety of services to help you plan for your future. Staff are friendly and helpful. Thank you for helping us get on track to our financial goal. Would recommend.
James left a review for
Lifespan Financial Planning
GPA has been with me through career and family growth, adjusting my insurance to my circumstances. During illness, GPA adequately insured me so I met my commitments and returned to good health. Key to GPAs commitment to clients are yearly reviews adjusting insurance and superannuation to changing priorities.
Anthony D left a review for
GPA Matrix
We cannot thank you enough for all you did to change our lives. We are attacking our loans and our lifestyle has changed dramatically. Still getting used to having money left after bills. The offset loan was a bit to adjust to, but we are used to it now.
Kirra and Mat left a review for
Advisory Group
Well getting slowly ready for the dreaded time once again, getting everything in order for the accountant, never ending but have to do it don't won't to pay them to much, Desley is wonderful very good at returning money to me see you soon.
John left a review for
Desley Brunette Chartered Accountant
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