The CPA practice of Fortune Financial Accounting provides an additional range of services for you to streamline your financial administration. These are invoiced separately on an hourly rate basis.
- Tax returns can be completed and lodged for you.
- SMSF annual returns can be completed together with all other documents prepared for audit and lodgement purposes.
- Specialist advice regarding the taxation aspects of Property investment.
Part of our service to you is to ensure everything we do is communicated to our clients clearly and effectively as well keeping you informed about the market. Our communications strategy includes:.
- Review of your recommended investments and the investment environment, including economic conditions and market movements. Unlike an accountant or a lawyer who reviews matters only when requested, we watch the investment market on a continual basis.
- Communicating with you in writing, verbally or by email on the status of your portfolio with appropriate recommendations or market information that may be of use to ensure your portfolio continues to support your goals and objectives.
- Personal consultation as required to discuss reports and recommendations, as well as any changes in your circumstances, which may have an impact on your portfolio.
- Annually or in a time frame of your choosing, we will formally review your financial strategy, your needs and objectives.
- Legislative change is ongoing and we update and advise our clients on how this will impact you and your investments.