P L Burton & Co Pty Ltd

About

We provide a range of accounting services to assist small businesses with their financial reporting requirements including:

- Preparation of financial statements to assist with business management and control.

- Preparation of annual financial statements for the purposes of reporting to the ATO and other statutory bodies.

- Maintenance of company registers.

- All ASIC requirements.

- Bookkeeping services.

We offer a comprehensive range of small business services including:

- BAS preparation

- GST/ABN registration

- Company incorporation

- Creation of family trusts

- Creation of self managed super funds

- ASIC annual returns

- Company secretarial requirements

- Bookkeeping services

We provide of full range of financial planning & investment services including:

- Managed fund and share investments

- Wealth creation strategies

- Tax effective investments

- Capital guaranteed equity investments

- Margin lending and negative gearing strategies

We provide a comprehensive superannuation service to suit individuals, businesses and those wishing to manage their own funds including:

- Personal superannuation funds

- Salary sacrifice strategies

- Creation and administration of self managed super funds

- Tax planning strategies involving superannuation.

We provide a comprehensive range of retirement planning services to assist you in preparation for and during retirement:

- Transition to retirement pensions

- Allocated pensions

- Centrelink applications and strategies

- Pre-retirement cashflow/budget analysis.

- Tax planning for redundancy and accrued leave.

We are able to provide you with competitively priced personal insurances either within your super funds or externally. The following insurances are most commonly recommended:

- Life insurance

- Total & permanent disability insurance

- Income protection insurance

- Trauma insurance

- Business insurance

Through Maroubra Legal we offer a range of legal services and in particular the following Estate planning services:

- Wills

- Powers of attorney

- Guardianship appointments

- Probate applications

- Estate administration