Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.
Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:
An initial meeting to discuss your financial circumstances is free of charge. At this meeting Neil will establish how he can assist you and gather the information required to prepare a comprehensive financial plan.
- Initial financial advice
- Implementation of a financial plan
- Ongoing investment portfolio management
Don't take unnecessary risks with your future! Allow the professionals at DRMS Accountancy to guide you towards achieving your financial goals.
Neil Rabbitt is a financial planner and Authorised Representative of Lifespan Financial Planning Pty Ltd. Lifespan is the privately owned and operated holder of an Australian Financial Services License (Australian Financial Services Licence Number 229892).
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will are required to perform a number of duties. At DRMS Accountancy we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
The areas in estate administration that we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets - Valuations, inventories, and appraisals
- Court approval for a grant of administration
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual. The team at DRMS Accountancy are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.
Services we offer include:
- Establishing self-managed superannuation funds
- Completing information for the Insurance and Superannuation Commissions
- Superannuation audits
- Advice on compliance matters
- Advice on taxation benefits
- Advice on employer obligations