Sullivans Accountants pride themselves on tailor-made solutions and ensuring understanding for all clients.
Let our friendly staff take the time to properly understand your accounting and taxation needs.
We are dedicated to providing small businesses and individuals with the highest level of professional service which is personalised, prompt, flexible, and cost-effective. We constantly keep abreast of the ever-changing business climate in order to provide a service which is practical and current with today’s trends. We work closely with you to develop individual solutions to your varied needs, taking care of your financial well-being.
Whether you are starting a new business or are an emerging start-up, entrepreneur or established small business, we are here to support you with expert advice on tax compliance, wealth management and strategy for business growth. For more than 20 years, Sullivans Accountants have been providing Australians with taxation & accounting advice to support and grow their business as many clients consider us to be an extension of their team.
We go beyond just accounting and business services, providing advice, through our trusted partners, about estate planning, lending and finance, managing risk insurance, and setting up a self-managed super fund. We are here to help eliminate complex and time consuming tax and accounting processes, so you can focus on your business.
Sullivans work through trusted partners to assist our clients in the area of SMSFs.
A SMSF might not be suitable to everyone's needs, please ensure you seek professional advice.
Your estate is made up of everything you own. This includes your home, property, furniture, car, personal possessions, business, investments, superannuation and bank accounts. Firstly, having a legally valid will is extremely important, as without one it is called 'dying intestate'.
This can be costly and create added stress for loved ones at an already difficult time. You may think that having a current will outlines what will happen to your estate should you die or become unable to manage your affairs. Unfortunately, for those with more complex financial structures this may not be the case at all.
There may be significant tax advantages by using testamentary trusts. Testamentary trusts are an effective estate planning tool. The main benefits of testamentary trusts are their ability to protect assets and to reduce tax paid by the next generations from income earned from an inheritance. We work extremely closely with tax lawyers on how to tailor make a testamentary trust for your needs.
To make sure your affairs are in order an Estate Plan will:
Contact us today to discuss how we can work together: (02) 9664 2000 or email us at info@sullivan.com.au
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