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Wellington Partners Pty Ltd
       
 
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Additional information
 
Wellington Partners Pty Ltd
 
 
Overview: 

Our Practice was launched in January 1983. We have been providing tax, accounting and financial services for over 20 years.

Wellington Partners are committed to offering new and existing clients a full range of accounting services. With a complete "in-house" accounting, taxation and financial planning service provided by the one firm, clients benefit from a fully integrated and efficient service by professionals who are familiar with them and their businesses.

We needed a system and set of processes that would enable us to communicate with our client base on a regular basis and allow access to important information from the Australian Taxation Office and other sources of information.

At Wellington Partners, we believe in providing quality Accounting , Taxation and Management Consulting Services to our client base in a timely and efficient manner.

Our website has been designed with this in mind and allows our clients to gain immediate access to the information, resources and help they need to run their businesses.

We look forward to meeting you and welcoming you as a client to Wellington Partners.

Wellington Partners are committed to offering new and existing clients a full range of accounting services. With a complete “in-house” accounting, taxation and financial planning service provided by the one firm, clients benefit from a fully integrated and efficient service by professionals who are familiar with them and their businesses.

Wellington Partners would like to extend an invitation to you to take advantage of a FREE 1 hour consultation with any of our qualified staff regarding any financial matter.
Accounting & Taxation

   *      Preparation of income tax returns
   *      Taxation planning and advice
   *      Representation in taxation disputes
   *      Preparation of financial statements
   *      Preparation of management reports
   *      Budget preparation
   *      All company ASIC secretarial services
   *      Bookkeeping services (authorised MYOB & Quicken re-sellers)
   *      Computer accounting software advice and training
   *      GST advice and BAS preparation

Financial Planning

   * Financial Planning & Investment Advice
   * Superannuation and retirement planning
   * Wealth accumulation and rollovers of superannuation and eligible termination payments
   * Investment advice, financial planning and tax effective investments
   * Life, trauma and income protection insurance
   * Wills and estate planning

We are authorised representatives of Tambyco Pty Ltd(Australian Financial Service License Number 334657) and we can provide a review of all your current investments, shares, pensions, superannuation and risk insurance needs.

Superannuation Management    

   *      Establishment and management of self managed superannuation funds
   *      Investment strategies and on-going advice
   *      Taxation return preparation
   *      Audit of superannuation funds


Business Services

   *      Financial Management
   *      Cash flow budgets, forecasts and business plans
   *      Advice on the sale and purchase of businesses
   *      Valuations of companies and shares
   *      New company incorporations, trust deeds and partnerships
   *      Listing of companies on the Australian Stock Exchange

Finance
   *      Financial institution fund sourcing
   *      Supporting documentation for all types of financial services
   *      Calculation of funding requirements
   *      Review of business financial arrangements
   *      Financing of loans - home, car and business
   *      Audit & Investigations


 
 
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