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SUPERIOR TAX SOLUTIONS
A
MEMBER OF YOUR WEALTH CREATION TEAM
A
wealth creation journey is a life decision ….
It
is a choice you have made to take control of your destiny. Along
the way, you will need to constantly analyse your progress to ensure
that you remain on track. You will need to be proactive in the
process, as you are the one ultimately determining the course you
take. For example, your vehicle of choice may be a rental property,
shares, sub-divisions, option trading, running a business, off-shore
investment etc. Whatever your choice, your journey will be unique.
Your wealth creation journey is one that you do not travel alone.
You
have a wealth creation team always on board – your Financier, your
Solicitor, your Property Buyer Agent, your Share Broker, your
Property Manager, your Insurance Broker, your Financial Planner and
of course you have us, your Accountant - but you are in
control and ‘driving the bus’.
We
would like to take this opportunity to introduce you to the Superior
Tax Solutions Wealth Creation Team.
Investor Finance
STS utilises the services of Investor Finance, a national finance
broker company, as they specialise in developing strategies to help
investors expand their property portfolio's. When we were first
introduced to Investor Finance, we thought we had no further lending
capacity however they showed us ways of obtaining finance that
allowed us to purchase more property.
Lardners Solicitors
Charles White is the Solicitor that we have utilised to handle our
property purchases when in Victoria, to sign our guarantor documents
for the bank, handles our Wills, Corporate Powers of Attorney,
Testamentary Trusts, Medical Power of Attorney etc.
Financial Solutions For Life
Ben Hall provides us with income protection, life insurance, trauma
insurance and total and permanent disability insurance. Contact 03
9550 6333 / Mobile(0409) 166138
Consolidahttp://www.ciainsurance.com.auted
Insurance Agency
Geoff Lapish provides us with rental property insurance, landlord
insurance, professional indemnity insurance, business interruption
insurance etc.
Software Writers Pty Ltd
You won’t
find STS in the white pages as we are a referral based business that
deals with a like-minded wealth creating client base. Accordingly,
we use our website as a marketing tool to inform potential clients
of our services, and is constantly being updated to keep up with tax
changes etc. Software Writers is the consulting firm we utilise to
design and maintain our website.
EZ Software
EZ Software is
a company that we are personally involved with that has designed and
developed a software specifically for small business to prepare
their BAS utilizing a simple, easy-to-use software.
Thinkorswim
Inc.
It has been some time since we have actively used
a full service Broker as we currently only use CommSec to buy
and hold. This Broker comes recommended, however, by a client
whose opinion is highly valued.
RENTAL PROPERTY
SPECIFIC:
Residex
When we are considering investing in real estate, we always obtain a
copy of the Residex report for that area and/or house, to ascertain
the potential growth and assist with purchase price.
Quantity Surveyors
BMT & ASSOC is a firm of quantity surveyors
we use as they provide the most tax effective and thorough
depreciation report (we have seen quite a few that may be cheaper
but always end up costing the same due to the time we have to spend
amending them).
Property Friends
Being parents, business owners, wealth creators and property
investors, means that we are time poor. We also believe to make the
right choices requires the right expertise - Property Friends has
successfully, on numerous occasions, made recommendations to
purchase properties which have exceeded our expectations in relation
to capital growth.
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