Personal services

Your personal taxation needs are as unique as you are.

Tax compliance & planning

Are you like most people who only think about personal taxation come the end of June?

Are you left scrambling to complete your tax return properly and have it lodged on time?

If you’ve sold shares or property investments during the year, are you sure you’ve met your obligations for paying Capital Gains Tax?

If you’ve answered yes to any of those questions, we can help you maximise youor deductions, minimise any potential tax payments, ensure your return is compliant and submit your tax return to the ATO before it’s due.

What’s more, we prefer to look ahead rather than to the past. By assessing your current personal finances, and taking into account any future plans or changes, we can advise how you can get the best outcome with your taxes before the end of the financial year.

See how can we help you with your personal taxation

Superannuation & estate planning

Whether you’re currently building your retirement nest egg, planning to retire in the next few years or are already retired, we can advise you on the best superannuation strategy and whether a self-managed superannuation fund (SMSF) is right for you.

We’ve taken the extra step to achieve limited authorisation through Merit Wealth, so we can advise you on the benefits of forming a self-managed superannuation fund.

We can also help with the following:

  • Self-managed superannuation fund administration
  • Financial statement preparation for your self-managed superannuation fund
  • Cloud automation so you have access to your fund value & performance in real time

Furthermore, we ca assist you with estate planning.

Find out how we can help maximise your super

Merit WealthJura Investments (WA) Pty Ltd (ASIC No. 1241144) and Shaftesbury Enterprises (WA) Pty Ltd (ASIC No. 1241145) ABN 72 212 366 466 are Corporate Authorised Representatives of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

Garry Anderson (ASIC No. 1243529 - FSG) and Thomas Corlett (ASIC No. 1241123 - FSG) are Limited Authorised Representatives of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

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