Start Up Tax Advice and Financial Planning practice in Australia. This will comprise of myself as the Principal initially.
I am a qualified lawyer / accountant / financial planner - the firm's service objective is to provide a holistic solution to clients ranging from personal Tax compliance and planning through to Asset protection, estate planning, Superannuation structural and retirement planning advice. Delivery will be on a fee for service basis, which is transparent and affordable.
There will be a specialist focus on the Self Managed Superannuation Fund sector, which are privately owned retirement savings vehicles here in Australia. Key client segment will be:
> individuals & family groups wanting hold direct investments in Super, in particular real property.
> Business owners or potential business owners.
Requirements: Build clean website, assistance with Branding and initial marketing. Seeking a relatively simple solution at this time.
Business name: 'Tax and Superannuation Direct' - open to alternative suggestions as the name is atypical of most professional services firms.
Can provide further details on request.
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