Business Details
30 Years
experience
Your Trusted Partner for Superannuation & Accounting Services in Jandakot
Established in 1996, Ballast Finance is a proudly Australian-owned financial services organisation dedicated to delivering integrated wealth management solutions. Our journey began with a vision to provide tailored financial strategies that align with clients' personal and business objectives, leading us to expand into Financial Planning, Superannuation, and Accounting services. By centralising these services, we ensure a seamless experience, combining in-house expertise with a network of trusted partners to maintain high standards of quality and ethical practice. Our commitment to a personalised approach has been the cornerstone of our success, fostering long-term relationships built on trust and professionalism. With a focus on innovation and adaptability, we navigate evolving financial landscapes to empower clients with informed decision-making.Our team of certified professionals brings decades of collective experience, ensuring clients receive expert guidance across all aspects of financial management. We prioritise transparency and integrity, offering clear communication and customised solutions that reflect individual client needs. As a Registered Tax Agent and authorised representative under an Australian Financial Services Licence, we uphold rigorous compliance standards while delivering accessible, client-centric services. Our dedication to excellence extends to continuous education and staying ahead of industry trends, ensuring our clients benefit from proactive financial strategies. Ballast Finance remains steadfast in its mission to simplify complex financial processes, providing peace of mind and empowering clients to achieve their long-term goals.
Services
Superannuation Management
Financial Planning
Accounting Services
SMSF Administration
Tax Advice
Bookkeeping
Payroll Services
Business Activity Statements
Capital Gains Tax Advice
Financial Statement Preparation
Details
- Year established: 1996
Highlights and features
- We offer integrated financial solutions tailored to your needs.
- Our team provides personalised service with over 25 years of experience.
- We maintain rigorous compliance standards under Australian Financial Services Licence.
- Our in-house expertise ensures seamless superannuation and accounting administration.
- We prioritise ethical practices and transparent communication.
Associations and certifications
- Registered Tax Agent
- Australian Financial Services Licence Holder
Services
Superannuation Management
Ballast Finance specialises in Self-Managed Superannuation Funds (SMSFs), offering comprehensive administration and compliance services. Our experts streamline fund management, ensuring adherence to evolving regulations while optimising retirement outcomes. We provide investment strategy development, tax planning, and insurance arrangements tailored to individual goals.
Financial Planning
Our financial planning services focus on creating customised strategies for long-term wealth growth and security. We assist with asset structuring, tax-effective investments, and estate planning, leveraging our expertise to align financial decisions with clients' personal and business aspirations.
Accounting Services
Ballast Finance Accountants delivers end-to-end accounting solutions, including tax return preparation, BAS lodgement, and bookkeeping. We cater to individuals, businesses, and SMSFs, ensuring accurate financial reporting and compliance with ATO requirements while minimising tax liabilities.
SMSF Administration
We handle all aspects of SMSF administration, from establishment to annual audits. Our services include legal documentation, investment monitoring, and performance reporting, enabling trustees to focus on strategic decisions without administrative burdens.
Tax Advice
Our team provides strategic tax advice to optimise financial outcomes, including capital gains tax mitigation and business structure planning. We ensure clients leverage available deductions and comply with legislative changes to enhance tax efficiency.
People
Kathryn Doodkorte
SMSF Administrator
Kathryn manages SMSF administrative processes, ensuring compliance and accuracy in fund operations. Her expertise supports clients in maintaining regulatory adherence and efficient superannuation management.
Chris Collins
Financial Adviser
Chris provides tailored financial planning solutions, focusing on retirement strategies and investment optimisation. With deep industry knowledge, he guides clients toward achieving long-term financial security.
Gayle Alchin
Managing Director
Gayle leads Ballast Finance's strategic direction, overseeing service delivery and partner collaboration. Her leadership ensures the company maintains its commitment to ethical practices and client-centric innovation.
Questions
What services does Ballast Finance offer?
Ballast Finance provides superannuation management, financial planning, accounting, SMSF administration, tax advice, bookkeeping, and business activity statement services for individuals and businesses.
How can Ballast Finance help with superannuation?
We specialise in SMSF administration, compliance, investment strategy, and tax planning to optimise retirement outcomes while reducing administrative burdens for trustees.
Are Ballast Finance's services available outside Jandakot?
While based in Jandakot, WA, our services are accessible to clients across Australia through digital platforms and partner networks.
What qualifications do Ballast Finance's team hold?
Our team includes registered tax agents, certified financial advisers, and experienced accountants with industry-recognised credentials and decades of combined expertise.
Can Ballast Finance assist with tax planning?
Yes, we offer strategic tax advice, including capital gains tax mitigation, business structure optimisation, and compliance with ATO requirements to enhance tax efficiency.
