Worried about how you’ll manage when you stop working?
Getting older is stressful enough without worrying about money. Come and have a chat to our financial planner, Damian, about what your options are in retirement.
If you already have a Self Managed Superannuation Fund or are considering starting one, Allison can help you with the administration and compliance and deciding if an SMSF is the right investment for you.
Self managed superannuation can be tricky and complex. Allison has has extensive experience and skills in this area including being one of the first accountants in Australia to obtain Australian Securities and Investment Commission licensing.
Come to us to get the correct advice for you before making decisions about retirement.
Since TrustOne Partners have been taking care of my bookwork I have more time to myself at the end of the day.
Got a good first time result.
I love that Kathryn takes an interest in my business
We employed the Xero accounting which she promised would make accounting easy – with her and the team in the background, reconciling has been a breeze.
Prompt, efficient & friendly service
We are very happy with the advice Damian provided and we couldn’t recommend his services enough.
Always easy to make a booking very simple procedure
Kathryn is prompt, courteous and very efficient.
They have been friendly, prompt and happy to help with all our ongoing queries.
Kathryn takes the time to ask us how we are, she’s thorough and takes the stress of ‘tax time’ away from us.
Her practical, no-nonsense advice has seen me through many business transactions.
Always pleasant and prompt.
Excellent… Read more “Always pleasant and prompt.”
Great service from someone we have known and trusted for a long time.
I was very happy with the service and professional advice provided at all times.
Kathryn made the process easy, comfortable and made sure I understood each section throughout the appointment.
Hassle-free tax return
Hassle-free… Read more “Hassle-free tax return”