Employees
As employees you might often think you do not have the deductions to claim like your friends in small business, and this maybe true in some instances, but you can create opportunities for deductions through investments you make, or becoming a owner or part owner in businesses run under management.
We assist our individual clients either accumulate investments, those preferring listed shares and funds we assist in setting up a Self Managed Superannuation Fund or other investment vehicle, for those accumulating property as a focus we assist with property discretionary or unit trusts or SMSF’s.
These investment accumulation strategies also lead us to helping with you with finance (through Mercia Finance) for property purchases, advice on superannuation and Insurances (through Mercia Investment Advisers) and any special tax strategies.
Call Martin on +61 8 6214 3904 for a meeting now or <click here> to contact another member of our team