Specialising in agriculture, small business and individual tax return preparation and compliance.
Specialising in accounting and tax for Self-Managed Super Funds, we are also registered Self-Managed Super Fund Auditors; however we engage an independent ASIC approved auditor to audit the SMSFs for which we do the accounting, tax or financial planning work. These SMSFs are independently audited by Michele Beattie of JCMB Consulting Pty Ltd, who is based in Inverloch.
Wealth protection (insurances), estate planning and asset protection.
Succession planning in agriculture and other small business.
Accounting and advisory services to the not-for-profit sector.
Download the appropriate checklist so you come prepared to your JPA tax appointment.
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Gippsland Wealth Management is a Corporate Authorised Representative of Personal Financial Services Limited ABN 26 098 725 145, AFSL 234459, 271 Spring Street, Melbourne, VIC 3000.
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