February 20, 2016

Investment Advisory


The qualified and experienced team at Sydney Tax are driven to assist you in securing your financial future based on your own particular needs.

Our wealth specialists are qualified Financial Planners and we look at all the angles to see the complete picture. Working hand in hand with the other divisions at Sydney Tax, you can expect an advanced level of advice from our Wealth Specialists to improve your portfolio, streamline financial practices and advance your business.

Some of the extensive services provided include:

  • Personal Insurances – including Income Protection, Life Insurance, Trauma & Permanent Disability
  • Superannuation Services – including Self-Managed Super Funds
  • Investment Planning to create/protect wealth
  • Retirement Planning & Social Security
  • Managed Funds
  • Estate Planning &Tax Effective Wills
  • Budget Analysis
  • Lost Super & Super consolidation
  • Buying and / or financing property in a SMSF
  • SMSF establishment, management and auditing
  • Tax effective business and retirement structuring