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Accountancy & Tax Planning

Coral Coast Financial Services Pty Ltd

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Coral Coast Financial Services Pty Ltd

Profile:

Financial Planner Services:
   Guidance on budgeting
   Savings and wealth creation strategies
   Investment planning
   Superannuation planning
   Pre-retirement planning
   Retirement planning
   Risk and insurance analysis
   Estate planning considerations
   Centrelink planning
   Super & divorce planning
   Salary packaging advice
   Business succession planning

Products

   Cash management trusts
   Direct fixed interest
   Retail & wholesale managed investment schemes
   Socially responsible investments
   Hedge funds
   Master trust products
   Geared products
   Superannuation products
   Self managed super funds
   Retirement income streams
   Personal and group insurance
   Business succession insurance
Tax & Accounting

   Tax Returns for Individuals, Partnerships, Trusts & Companies.
   GST Compliance and Advice
   Advice on income tax, capital gain issues, superannuation, fringe benefits, negative gearing of property, shares and investments.
   Australian Business Number and GST Applications
   Preparation and lodgement of Business Activity Statements
   Helping Small Business with business planning, GST and income tax reporting, financial accounting.

Company Formation and Company Corporate Service

   Company Secretarial Service
   Setting up a company structure and advice
   Act as Registered Office
   Minutes and share issues
   Complete and lodgment of Statutory documents
   Preparation of company annual returns.

Overview:

People try to achieve long-term financial success in many different ways. From speculating in fads like technology stocks and agribusiness, to investing in a single market or simply leaving their money in the bank. History shows that these approaches often disappoint.

At Coral Coast Financial Services we believe that high-quality financial planning and taxation advice, combined with a well-diversified portfolio is a more reliable way to achieve your financial goals.

Coral Coast Financial Services embraces all facets of business and financial services. Our client base ranges from wealth accumulators to retirees, both individual and small to medium sized businesses with a wide diversity of business types.

We aim to build strong relationships with our clients and begin with determining your goals and objectives, so that with understanding we are better able to service your needs with a proactive, rather than reactive approach.

With the use of technology, communication with our clients is made increasingly easier wherever they are situated and we have a number of clients both interstate and overseas.

Ongoing Service

Once you have made the decision to implement a financial strategy you need to make sure that it continues to meet your changing needs and objectives.

The following variables can change over time and can have a significant impact on the suitability of your strategy:

   The Economic Environment
   Investment Availability
   Investment Sector Performance
   Taxation Environment
   Fund Manager Performance
   Centrelink Issues
   Legislative Changes
   Lifestyle Changes

Therefore your strategy needs to be flexible and re-assessed on a regular basis to ensure it is achieving, or is on track to achieve, the objective you set out with. If your objectives change it is likely the plan will need to be altered to accommodate this.

At Coral Coast Financial Services we are committed to providing a tailored ongoing personal care and review service that monitors these factors, to ensure your strategy remains consistent with your needs and objectives.

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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.

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