Accounting & Taxation

We can help you clear the hurdles you encounter and make the most of your opportunities by providing assistance with:

  • Accounting
  • Bookkeeping
  • Compliance Services
  • Portfolio Administration Service
  • Taxation Planning and Advice
  • Taxation, GST and FBT Returns
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Business Advisory Services

We make your numbers meaningful and can help you set and monitor the key performance indicators of your business: 

  • Business Start-Ups
  • Benchmarking
  • Budgets and Cash Flows
  • Information Technology
  • Risk Management
  • Strategic Planning
  • Succession Planning
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SMSFs

SMSF's are our forte. We can provide assistance to SMSF trustees across all aspects of their superannuation fund.
We specialise in:

  • SMSF Establishment
  • Annual Returns and audit
  • Compliance Advice & Support
  • Investment Strategies & Advice
  • Estate Planning Strategies
  • Risk Management Strategies
  • Portfolio Management
  • Trustee Education
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Financial Planning

We all have different levels of knowledge about financial matters, and some people require more assistance with their financial affairs than others. 
We can help you with:

  • Wealth Creation Strategies
  • Retirement Income Streams
  • Social Security (Centrelink) Benefits
  • Aged Care Planning
  • Estate Planning
  • Life Insurance and Income Protection
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Loans

Excel Financial Advisors Pty Ltd provide our clients  with access to a broad range of finance solutions including: 

  • Home Loans
  • Investment Property Loans 
  • Business Loans 
  • Development Finance 
  • Leasing, Commercial Hire Purchase & Chattel Mortgages

We can add significant value to our client's finance requirements by sourcing, originating and structuring the facility to best suit our clients individual needs.

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Property Investor Services

We can assist property investors with a wide range of services, including:
  • Investment Analysis;
  • Borrowing Capacity Assessment;
  • Pre-Purchase Finance Approvals;
  • Ownership Structuring Advice;
  • Finance Structuring Advice;
  • Income Tax PAYG Withholding Variations;
  • Depreciation Reports;

Through our referral partners we can even help you find the right investment property.

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