Austwise Financial Services Company Research Report
Company Overview
- Name: Austwise Financial Services
- Mission of the company: We Listen, We Care, We Find the Right Solution for You.
- Founded: The company was established over 25 years ago.
- Founder: No information is available.
- Key People: Michael Todd, an important figure in the company, operates under AFS License No. 239197 and is noted as a tax accountant, registered tax agent, financial adviser, and SMSF specialist advisor.
- Headquarters: Suit 34, 99-101 Anzac Avenue West Ryde, Australia.
- Number of Employees: No information is available.
- Revenue: No information is available.
- What the company is known for: Austwise is known as a One-Stop Professional, Business & Financial Service provider with more than 25 years of experience.
Products and Services
Tax Returns and Accounting
- Description: Austwise offers comprehensive tax return and accounting services for individuals and companies.
- Key Features:
- Maximizes tax refunds and deductions.
- Assists with capital gains and rental property schedules.
- Medical expense claims and salary sacrifice strategies.
- Tax planning and overdue tax returns.
Home Loans
- Description: Expertise in home loans and related financial advice.
- Key Features:
- Complimentary home loan health check.
- Refinancing and property development planning.
- Offers investment loans, business loans, car lease loans.
SMSF Advisory Service
- Description: Full-service advice on self-managed super funds.
- Key Features:
- Establishment and audit of self-managed super funds.
- Pension strategies and estate planning to save on taxes.
- Property warrants and direct property consultations.
Financial Planning
- Description: Provides strategies for financial wellness and planning.
- Key Features:
- Wealth creation and mortgage reduction plans.
- Retirement, savings, and investment planning.
- Risk management and superannuation.
- DIY self-managed super funds setup and advice.
- Social security and aged care advice.
Wealth Creation
- Description: Personalized financial plans catered to individual life stages.
- Key Features:
- Tax-effective investment strategies.
- Educational provisions for children.
- Negative gearing investment strategies.
Property Investment Services
- Description: Comprehensive property investment and financial analysis.
- Key Features:
- Tax-effective purchasing strategies and cash flow reports.
- Property depreciation and risk management simulations.
- Diverse property options with detailed investment lifecycle reports.
Bookkeeping Services
- Description: Professional bookkeeping services supervised by accountants.
- Key Features:
- Business Activity Statement and Financial Benefit Tax returns.
- Support for small businesses and MYOB accredited bookkeeping.
Recent Developments
- Recent Developments: No specific developments noted in company's recent activities.
- New Products Launched: No information is available.
- New Features Added: No information is available.
- New Partnerships: No information is available.
For any additional information or inquiries, Austwise Financial Services can be contacted via email at michaeltodd@austwise.com.au or by phone at (02) 9808 3166.
