At Alyansa, we aim to assist you with your financial needs. As a CPA practice we have a direct involvement in your accounting and tax affairs. We also supplement this accounting support with financial services to help you achieve your financial goals.
Portfolio Administration
Many of our clients, either through their Super Fund or personally, manage their own investments. Although they might enjoy the decision making and control in monitoring their own financial affairs, the paperwork and administration can be a time consuming burden.
Through our alliance with Invest Track, we provide clients an online share portfolio administration service. This simplifies your investment administration by collecting and organising all share, bank and investment correspondence. At year end you are provided with a scanned copy of all investment correspondence, along with tax reports for efficient processing of your tax return.
Invest Track utilises the industry leading Praemium platform, is an independent organisation and does not promote specific financial products.
The Invest Track service works particularly well for SMSF clients, with a bundled service for both portfolio administration and annual accounting/compliance in one convenient monthly fee. For more information on this bundled service please click here.
This portfolio administration service is also available to financial planners seeking an alternative to default wrap account arrangements.
Investments and Financial Planning
Alyansa does not provide investment advice but works closely with professional investment advisors to assist clients achieve their financial objectives.
Should you require the help of an experienced investment adviser, please contact us and we can recommend an adviser that works well with accountants and their clients, in a transparent fee for service arrangement.
Superannuation Health Check
After your home, superannuation is often your second biggest asset. When you stop work, super replaces your income and pays a pension to fund living expenses. How well do you manage and look after your super?
With a restricted superannuation licence, Vincent Icasiano, Director of Alyansa, is able to discuss your existing superannuation arrangements and consider effective strategies to help grow your super.
Areas for discussion can include:
- Super comparison – review existing superannuation against the impact of strategies for – additional contributions, increase/decrease in fees and impact of relevant superannuation limits.
- Pension establishment – the tax effectiveness of the creation of new pensions, including transition to retirement pensions whilst you are still working.
- Self Managed Super Funds SMSFs – a greater number of individuals now wish to control their superannuation – is a SMSF right for you?
Our Super Health Check service includes a review of your existing superannuation, with reference to superannuation and tax law.
Our restricted superannuation licence distinguishes us from other accountants and allows us to provide a valuable service to clients, who are seeking independent superannuation advice.
For more information, please refer to our Super Health Check brochure.
Estate Planning
Your superannuation, business and income objectives should be aligned with your will and estate planning needs. The transition of your income and assets upon death warrants a close examination, with detailed planning. This is an extremely important issue that is often neglected or forgotten.
In relation to your superannuation, we can discuss your objectives and align your retirement benefits with your estate planning.
Areas such as risk insurance and power of attorneys are also integral for a comprehensive estate plan.
For specific estate planning needs, we have relationships with experienced legal specialists and risk insurance professionals who we can recommend.
Please contact us on Free call: 1300 552 903.
