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Mainstay Advisers

Profile:

Services that you can package include:

Xero & Paycycle software subscription that helps you run your business easily;
Annual tax return for your business;
Unlimited calls/emails to assist with your tax questions, without fear of getting a surprise bill;
Unlimited calls/emails to support you with the online software;
Business knowledge session that helps you understand how your business works financially and set’s KPI’s and future strategies for your business;
Quarterly strategy meetings (online, via telephone and at a time that suits your business);
BAS lodgements so the ATO stay happy and your GST obligations don’t get out of hand;
Individual tax returns for people in the business group;
Tax structure advice, get the most up to date advice and save tax for your business;
Fringe benefit tax return assistance and lodgement;
Staff benefit packaging maximisation to reward and retain staff;
Business risk analysis, know that your business is safe from external and internal factors;
Insurance review to ensure your business and the owners are properly protected; including business, income protection and life insurances;
Bankers brief, let your accountant gain the confidence of your bankers and make sure your business has access to the credit facilities it needs;

Overview:

At Mainstay Advisers we specialise in small to medium size business. Our firm now employs six professional staff and each client is allocated a personal support team to assist the principal to service you, the client. The client manager allocated to you has been carefully recruited and is responsible for the
preparation of financial statements and income tax returns and supports you with answers to matters of a general nature. The principal concentrates, and advises on, the more specialised and strategic areas such as advanced income tax planning and business development.

Our aim in doing this is to maintain a high level of service to our clients by providing you with a dedicated team of people who will know your affairs intimately. The firm’s success has been due to the high quality of advice given and to the friendly personal service offered to clients.

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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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