税务代理 · 事务所
Evolution Road Accountants & Advisers
Port Macquarie, 新南威尔士州
- TPB 注册号
- 25515338
- 注册状态
- 在册
- 注册于
- 2016 年 11 月
- 营业地址
- Shop 5 16 Clarence Street Port Macquarie New South Wales 2444 Australia
- 联系方式
- 事务所认领档案后公开。你可以先点「发送咨询」留言,我们转交。 这是你的事务所?
关于
摘自事务所官网的自我介绍
Evolution Road Accountants & Advisers works from Clarence House on Clarence Street, Port Macquarie, across four disciplines: accounting, financial advice, self-managed superannuation and lending.
Mark, Reece and Bryce are Port Macquarie and Wauchope locals who grew up in the area, moved to the big city to ply their trades, and returned to where it all began. In their own words they are passionate about financial services and implement the same strategies they recommend to clients, and the work runs from someone just starting out through to running a business, buying the next investment property, or retiring.
The accounting side covers personal taxation, business advisory, cloud accounting and self-managed super fund administration. The advice side covers retirement planning, superannuation, investment and personal insurance. The lending side covers mortgage advice and debt structuring. The fund administration is charged as a fixed dollar annual fee, with customised online investment tracking, a secure reporting platform and support from a chartered accountant.
Financial advice is provided through Evolution Road Wealth Management Pty Ltd, a Corporate Authorised Representative (No. 1249365) of Capstone Financial Planning Pty Ltd, AFSL No. 223135.
- Port Macquarie and Wauchope locals
- Accounting, advice, SMSF and lending
- Fixed dollar annual SMSF administration fee
- Monday to Friday, 8.30am to 5pm
服务
Personal taxation
Individual tax returns and the personal tax side of the practice's accounting division.
Business advisory
Advisory work for business clients, alongside the accounting and taxation the practice does for them.
Cloud accounting
Cloud accounting set-up and support, listed by the practice as one of its four accounting services.
SMSF administration
Self-managed super fund administration on a fixed dollar annual fee, with customised online investment tracking, a secure reporting platform and support from a chartered accountant.
Financial advice
Retirement planning, superannuation, investment and personal insurance, provided through the practice's Corporate Authorised Representative arrangement with Capstone Financial Planning.
Loans
Mortgage advice and debt structuring, listed by the practice as its lending division.
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数据来源:Tax Practitioners Board, TPB Public Register(data.gov.au),CC BY 4.0。