- Xero/BankLink/MYOB Essentials monthly subscription fee
- Annual Financial reports (year end)
- Income Tax Returns
- Telephone/email discussions during the year
- Annual review meeting (coffee's on us!)
Focus Partners offers professional financial planning and taxation advice, including accounting, superannuation, retirement planning and business services throughout Albury Wodonga and the surrounding NSW and Victoria region.
The Focus Partners Office
Along with the Albury Wodonga region, we also provide services to clients in nearby cities and towns including Bright, Myrtleford, Beechworth, Corryong, Wangaratta, Rutherglen, Tallangatta, Corowa, Culcairn and many more areas.
Our comprehensive range of high quality services are complemented by a team of dedicated specialists in the accounting and financial services sector. With years of industry experience and knowledge behind the team at Focus Partners, we aim to help and support you with your finances in a friendly, cost-effective and proficient manner.
Staff are happy to field any questions you may have about our services, so phone today for an appointment booking and an explanation of the potential options available to you.
Whether you're an individual looking to prepare your income tax return, a couple considering retirement or a business owner planning to grow your business, Focus Partners are here to help and provide you with effective solutions.
Dean Street Bridge, Albury
Running a business takes up a lot of precious time, so it's important to identify and use a trusted adviser to work with you through the business life cycle.
Our business advisory services can provide traditional accounting services as well as professional business advice and planning. Our advisory services are not just about taxation and lodging Activity Statements, Focus Partners can offer advice from the set-up stage of business right through to sale or retirement.
During your complimentary one hour meeting, we conduct a Needs Analysis Review on your business, where we will discuss everything from your key business concerns to your will, right through to your holiday/leisure goals. From there we assess how we can help you meet your financial goals, help you understand your financial position, and develop a package that will enable us to become your trusted adviser.
A Needs Analysis meeting is cost and obligation free. Even if you are not a current client of Focus Partners, it costs nothing to touch base with us and discuss how we could help you and your business. We're happy to bring the coffee!
Our firm understands the burden of keeping up to date with the seemingly never ending required returns and statements. We believe we can alleviate some of the pressure these deadlines can create. Our qualified staff prepare all income tax returns, financial statements and activity statements with care and precision to ensure clients are receiving quality results and advice.
Unfortunately, compliance services are a necessary evil of running a small business. We understand this burden and believe that we can alleviate some of the stress from this aspect of your day-to-day activities. Check out the Taxation & Compliance services we offer below, or take a look at our Compliance Fee Packages.
Focus Partners Financial Services is an Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225 AFSL 246934
The key to achieving your dream retirement lifestyle is planning.
That's it. Planning. It's simple, and with our help, you have the power to make that time of your life whatever you want.
If you have already retired, or retirement is looming, it's time to start preparing now. By listening to you, understanding your lifestyle choices, your health options, and your overall financial position, we will plan for you to reach your and enjoy retirement with calmness and peace of mind.
There are a number of benefits when it comes to self managed super funds: greater flexibility, more investment choice, a sense of control and ownership, not to mention the freedom it offers as a retirement funding option. However, to get the most out of a SMSF and its fees, a minimum amount to invest is taken into consideration.
Focus Partners SMSF Specialist Advisers can help you with:
It's your life, your retirement, and your dream. Our exceptional level of personal service means that you can feel confident in achieving that particular lifestyle that suits only you.
You can trust that the advice you are given from our well qualified financial team will give you confidence and assurance for your future. We have advisers that are accredited SMSF Specialist Advisers with the Self Managed Super Fund Association.
This accreditation is only available to professionals who aspire to excellence in SMSFs in terms of expertise, ethical standards and compliance.
Our SMSF Specialist Adviser – Josh Howard – has demonstrated this through assessment of criteria such as experience, education, quality, practice and application.
Have total peace of mind knowing that your existing SMSF, or the new one you want to establish, will be managed by competent and recognised professionals.
Focus Partners Financial Services is an Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225 AFSL 246934
Each of us is on our own unique journey to our own unique future. Focus Partners Financial Services has found that many people are so busy and focused on day to day living that they have yet to develop a road map to their future goals, aspirations and dreams.
Focus Partners Financial Services recognises that everyone is different with unique needs and objectives. What's more, your financial needs change as you go through different life stages. At Focus Partners Financial Services we help you make the appropriate choices regarding your financial future.
Our goal is to get to know you by developing a sound knowledge of your circumstances, needs and aspirations. Once we have done this we develop and provide you with your financial road map outlining personalized financial strategies to secure your financial future and peace of mind. We provide regular reviews as checkpoints to make sure that your plan is on track.
Looking into your financial future can be like travelling through unfamiliar territory. With Focus Partners Financial Services you will have a financial road map to follow with clearly defined goals and deadlines.
Discovery - get to know each other and decide if we'd like to work together. Sign Terms of Engagement letter.
ADVISER Actions
CLIENT Actions
Discuss recommended strategies and likely outcomes.
ADVISER Actions
Continue to implement actions from Step 1 as required, plus:
CLIENT Actions
Continue to implement actions from Step 1 as required, plus:
Finalise financial plan. Sign documentation to implement. Implement recommendations.
ADVISER Actions
Continue to implement actions from Step 2 as required, plus:
CLIENT Actions
Continue to implement actions from Step 2 as required, plus:
We look at everything that has been implemented so far and ensure that it is all moving forward as expected.
We will schedule regular review meetings with you to ensure that your financial plan is adjusted for your circumstances as your life changes.
We'll work with you to develop a mutually beneficial long-term relationship that:
Peace of Mind Partnerships
Without support and guidance, the journey to your financial future can be long and aimless.
In fact most people will never reach this destination on their own. Focus Partners Financial Services invites you to join our financial peace of mind journey. Our professional team will work with you each step of the way to help you achieve your financial goals and dreams.
Take the first step on your financial journey by contacting us
Our base compliance package is for those clients not registered for GST.
We've got what's needed to keep the Tax Office off your back.
Let our team help out you and your team.
Avoid bill shock and organise a Business Advisory Package with Focus Partners
Avoid a nasty 'bill shock' at the end of the year, our goal is to help our clients with cash flow. You will know exactly what you're paying us each month, rather than getting a huge bill at the end of the year.
Don't like the idea of a monthly payment? That's fine! A number of our clients prefer to be billed during the year. We're here to make things easier for you.
We can take care of everything to get you started - right down to contacting your old accountant.
Ask us today about our Business Advisory packages!
Principal, Chartered Accountant
Principal, Chartered Accountant, SMSF Specialist
Chartered Accountant
Accountant
Accountant
Accountant
Accountant
Accountant
Accountant
Bookkeeper
Bookkeeper
Client Services Coordinator
Principal, Financial Adviser
Principal, Chartered Financial Analyst
Financial Planning Support
Financial Planning Support
Paraplanner
Office Admin Support
Receptionist
Sub-trusts ‘redundant’ under final Div 7A ruling
With interest-only loans no longer an option the commercial incentive for sub-trusts ends, says the Tax Institute.
Tax Office homing in property deductions, SMSFs warned
With property deductions a big focus for the ATO this tax time, SMSFs have been warned on some of the pitfalls in this area that can land them in trouble.
ATO adds indebted sole traders to credit referrals
The step should help promote transparency and fairness, says IPA. The ATO has begun disclosing tax debts of sole traders to credit reporting bureaus (CRBs) if they meet its criteria for referral.
State and Federal Covid support --- Aug 2022
The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage continued national hardships.
ATO casts net wide when it comes to taxable business income
Commissions, investment earnings, gratuities and more must be included to be assessed, the office warns.
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See which country lead the worlds natural gas production at certain times in the last 50 years.
SMSFs warned on common mistakes with bare trusts
A specialist law firm has highlighted the importance of ensuring that the bare trust has been set up correctly where SMSFs are looking to borrow money.
From navigating market volatility to superannuation legislation changes to determining the right asset allocation, here's how financial advice can help investors optimise their portfolios.
Tax Office homing in property deductions, SMSFs warned
With property deductions a big focus for the ATO this tax time, SMSFs have been warned on some of the pitfalls in this area that can land them in trouble.
NALI ‘not going away anytime soon’
SMSF trustees have been urged to start reviewing any potential non-arm’s length expense issues with the outcome of any future government consultation still unclear at this stage.
State and Federal Covid support --- Aug 2022
The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage continued national hardships.
Preparing your kids for financial success
Teaching kids to establish sound money management skills and strong financial acumen is important, regardless of wealth level.
Focus Partners welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!