Dear Mick, We want to take a moment to personally thank you. When we came to you earlier in the year asking if you could help us determine if the purchase of a residential investment property would be viable using our SMSF, the costs and what our financier options would be, you didn’t shy away…
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Accountplan’s mortgage broking arm, Accountplan Finance Solutions, is proud to confirm our accreditation with the Teachers Mutual Bank (TMB). TMB has for over 50 years provided bespoke banking and mortgage solutions to not just teachers, but most essential workers via the following divisions: Firefighters Mutual Bank Health Professionals Bank Teachers Mutual Bank Uni Bank Hence…
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Rohit has joined the Accountplan team and brings with him over 15 years’ experience in the Financial Planning industry. As well as being a Certified Financial Planner, Rohit as an array of further specialist areas including: Retirement planning, Centrelink entitlements Aged care strategies Superannuation strategies (including SMSFs) Tax-effective investment strategies Personal insurances (Life, Disability, Critical…
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Tahni gave our already experienced accounting and tax team a massive boost after coming on board as a Senior Accountant in April this year. Tahni had already acquired over 12 years’ experience in the Accounting and Taxation Industry, the last 5 years of this was spent operating her own accounting business at North Lakes. This…
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Download a copy of our Tax Organiser for 2022 below…
From Saturday 15th July 2023 through till Saturday 2nd of September 2023 we will be offering extended hours during Tax Season as follows: Mondays 8:30am to 5:00pm Tuesdays 8:30am to 7:00pm Wednesdays 8:30am to 7:00pm Thursdays 8:30am to 5:00pm Fridays 8:30am to 5:00pm Saturdays 9:00am to 1:00pm We will extend the additional hours should…
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Tahni had already acquired over 10 years’ experience in the Accounting and Taxation Industry prior to joining the Accountplan team this week. The last 5 years of this was spent operating her own accounting business at North Lakes.This experience has armed Tahni with an incredibly strong ability to relate to small business owners, this is…
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Ingrid Liddy recently joined our Financial Planning team bringing 20 years of experience in the Financial Planning Industry – the last 8 years being spent right here in Redcliffe. Ingrid assists our Snr Financial Planner in the provision of Super & SMSF strategies, Tax effective investments, Retirement Planning, Centrelink & Aged Car entitlements & even…
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