Get Peace Of Mind And Growth With Quality Financial Services Talk to us today to find out how we can help you achieve financial goals! Crypto Tax The perfect place for crypto investors and traders to solve their tax-related issues. We understand the interconnected nature of business ownership and personal wealth.
We bring the two sides of your life together, to make sure your business and personal finances. A Self-Managed Superannuation Fund (SMSF) can allow you to control your superannuation while also obtaining tax benefits and reduced administration costs. With an SMSF you can. The development of a holistic strategic plan is a critical first step in the wealth creation and wealth management process.
We bring the two sides of your life together, to make sure your business and personal finances. A Self-Managed Superannuation Fund (SMSF) can allow you to control your superannuation while also obtaining tax benefits and reduced administration costs. With an SMSF you can. The development of a holistic strategic plan is a critical first step in the wealth creation and wealth management process.
Services
About Us
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We know this is our "About Us" page, but it is so difficult to talk about us without talking about you. For over 13 years, Monash Wealth has partnered with and helped clients from all over Melbourne. We could tell you about how many staff we have got, and who they are, but we recognise that our clients are an integral part of our firm.
Team
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Shan is the principal of the practice. He is a qualified accountant, financial planner, mortgage broker and a self-managed superfund auditor. He is a qualified Chartered Accountant since 1976 and an author of books and articles on the GST Law. He has represented The Institute of Public Accountants (IPA) in Australia to the Australian Taxation Office over the past many years.
Accounting and Tax
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We understand the interconnected nature of business ownership and personal wealth. We bring the two sides of your life together, to make sure your business and personal finances work as hard as you do. Whether you are an individual, partnership, trust, company or SMSF, we provide specialist solutions and strategies that will help you to be financially stable and prepared for growth.
Smsf
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A Self-Managed Superannuation Fund (SMSF) can allow you to control your superannuation while also obtaining tax benefits and reduced administration costs. We can assist in establishing your own SMSF and with the administration and audit of your SMSF. We are experienced at setting up SMSFs and our SMFS experts provide administration and taxation advice to trustees of SMSFs and their advisers, and financial planners.
Financial Planning
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The development of a holistic strategic plan is a critical first step in the wealth creation and wealth management process. Often wealth creation is incorrectly limited to focus solely on investment advice.
However, wealth creation is a concept that incorporates not only investment advice but also structuring, taxation, asset protection, insurance and cash management; all of which are underpinned by the goals and objectives you have set for yourself.Equipped with an Australian Financial Services License (AFSL), the advisers in the Monash Wealth team are experienced in providing financial planning advice that takes this holistic approach.
However, wealth creation is a concept that incorporates not only investment advice but also structuring, taxation, asset protection, insurance and cash management; all of which are underpinned by the goals and objectives you have set for yourself.Equipped with an Australian Financial Services License (AFSL), the advisers in the Monash Wealth team are experienced in providing financial planning advice that takes this holistic approach.
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