Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Home

Australia and Pacific

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Taggart Partners

Profile:

Our business clients’ needs are diverse and complex and we have assembled substantial knowledge resources to help them in meeting their goals.

The skills and experience of our team allows us to continually provide solutions to our clients where the dynamics of their world constantly require organizational improvement.

We assist a wide-range of businesses with the following services:

Business planning services
Assisting with the management of a family run business
Performing internal control reviews
Enhancing profit improvement
Assisting with software selection
Providing strategic accounting services
Assisting with succession planning

Wealth Management and Estate Planning
Regardless of why clients need wealth management strategies, Taggart Partners understands that there are emotional as well as financial aspects to the decisions. We provide a range of wealth creation and management services.

Our estate planning services include:

Reviewing wills
Setting up trusts
Planning for education and retirement needs
Business succession planning, valuations and Buy/Sell Agreements
Developing insurance and gifting strategies
Preparation of estate and gift tax returns

Management Accounting
Taggart Partners delivers useful and timely financial information into a range of organisations and businesses as part of management decision making.

This information provides a basis in making informed business decisions that allows our clients to be better equipped for short and long-term business planning and development.

These strategies include:

Comprehensive business and diagnostic financial analysis
Accurate, simple and clear measurement of performance improvement strategies
Budgeting and Forecasting
Resource planning - capital and operational
Business analysis and reporting
Operational resource – allocation and modelling
Taxation
Taggart Partners recognises that planning is the cornerstone of financial success and in turn is the key to minimising your personal and business tax consequences.

To accomplish effective tax planning, we are constantly monitoring tax legislation and regulations. We then evaluate each client’s unique position in light of the changing situation to project future tax effects of your business and personal decisions.

Equally important as planning is timely and accurate tax return presentation. Our professionals can efficiently prepare your return and then, when delivered, review the past and look to the future by offering ideas and options to minimize your taxes in the following year.

Our taxation services include:

Preparation of all tax returns
Entity selection tax considerations
Analysis of the tax consequences
Structuring of mergers, sales and acquisitions
Valuation of business interests
Succession planning
Planning and assistance with pension, profit sharing and other employee benefit plans
Through our relationship with Fiducian Financial Services we provide a range of financial and investment solutions.

Our Financial Planner, Shane Pinkerton, together with the accounting team develops successful wealth creation strategies for our clients that include:

Assessment of financial requirements and objectives
Risk profile and preferences
Income needs and objectives
Optimal superannuation and savings strategies
Investment portfolios
Financial protection

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.