accounting needs for today & tomorrow
We believe in you understanding your tax position, your obligation and opportunities to make those hard decisions easier. Select the icons below to get a better understanding of how we do this.
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Are you happy with your current Superannuation provider? Have you recently received Shares, or have you purchased Shares recently and not sure what to do next? At Pola & Co we link with independent advisers that we can arrange to have these areas of your Financial needs reviewed, and will prepare a “needs analysis” on what will best suit your circumstances to achieve your personal financial goals. Through these relationships Pola & Co will ensure that by working together we will achieve the best Tax Outcome and Financial Outcome for you, as by working together “the left hand will know what the right hand is doing!!”
Is your current Mortgage rate competitive? Have you recently done a review of your current mortgage rate and compared it to other financial and non-financial banks? Do you currently have any loans (both investment, personal or business) that you feel the interest rate might be high…or do you even know if it is high? If these questions are confronting, then you should come in and speak to us at Pola & Co on how we can help. Through our relationship with an onsite Mortgage Broker (First 4 Finance), they will be able to give you advice on whether there is a better rate in the market that you can leverage and save money.
Self Managed Super Funds
At Pola & Co we believe that Self Managed Superfunds are a great way of enabling you to be in the “Drivers Seat” of your financial destiny.
Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining benefits, and control administration costs.
Superannution law is a delicate area and personalised planning is required for each individual. At Pola & Co we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.
Services we offer include:
- Establishment of Self Managed Superannuation Funds
- Completion of Information for the Insurance and Superannuation Commissions
- Superannuation Audits
- Advice concerning Compliance Matters
- Advice concerning Taxation Benefits
- Advice on Employer obligations
Capital Gains Tax Advice
Have you recently inherited a house (or an asset) and are concerned about Capital Gains Tax? Are you concerned about tax issues for giving cash/asset’s as gifts? If you are concerned by any of these questions, or other areas not mentioned here, please come in and speak to a Tax Specialist here at Pola & Co. As we will be able to clarify your concerns, and have you move forward making informed decisions.
Have you recently lost a loved one, and unsure of what needs to happen next? At Pola & Co we can take this burden off your shoulders whilst you go through this difficult time. Should there need to be any liaison with the Solicitor and or Financial Planner, we will ensure that this process is seamless as possible and that all matters are resolved quickly.