Associated Services

Through our relationship with Davidsons Accountants we can facilitate a full range of accounting services for our clients.

Davidsons Accountants has a history in Geelong dating back over 100 years.  The firm currently comprises over 70 staff and has offices in Geelong, Torquay and South Melbourne

Taxation Advice
Our team can work in conjunction with the Davidsons Tax Division to provide strategic advice focused on getting the structure and strategy right at the outset of the relationship.  This advice assists us in advising clients on the most tax effective manner to hold their investments.

Self Managed Superannuation
We can also draw on Davidsons Superannuation & Retirement Division which specialises in the compliance management of Self Managed Superannuation Funds and the commencement of retirement income streams.  The firms Audit Division also has staff specialising in the audit of Self Managed Funds.

Estate Planning
Often clients using structures such as Family Trusts and Self Managed Superannuation funds are unaware of how these are handled in the event of their death.  They often presume that assets held within these structures are handled by their Will – they are not.  Davidsons Accountants can assist clients with specialist guidance in Estate Planning.

Taxation Returns
Davidsons Accountants can provide assistance to clients with the preparation and lodgment of all types of ATO returns.

For further information on the services available from Davidsons Accountants go to:  www.davidsons.com.au