Accounting
& Bookkeeping
STREAMWOOD INVESTMENT can take care of all your bookkeeping needs, including payroll, supplier payments, employee reimbursements, credit card expenses and sales invoices.
We reconcile bank and credit card accounts and data from third party applications such as donation gateways or membership databases.
It is imperative that your business adopts established sound business tax strategies that minimise your business’s as well as your own personal tax exposure. New income tax legislation repeatedly effects payroll tax, capital gains tax, fringe benefits tax, concessions for small business research and development and even your GST rebate entitlements.
Tax Planning & Advice
Budgeting
STREAMWOOD INVESTMENT will support you to develop budgets each year and to reforecast or revise as necessary.
Budgeting effectively will assist your organisation to achieve your short and long-term goals, and position you best when applying for funding and grants.
Wealth Mangement
Your STREAMWOOD INVESTMENT financial plan will incorporate your personal goals, reflect you lifestyle aspirations plus provide for contingencies and regular reviews to keep you on track and in control. Comprising of complementary strategies your comprehensive plan will guide you through:
Wealth Creation & SavingsWealth Protection & Insurance
Tax Planning & Investments
Portfolio Management
Retirement Planning & Superannuation
Your financial plan will be built from the information and instructions you provide to your TOPA FINANCE adviser during the initial planning interview. Your plan will then be documented, and thoroughly explained by your adviser who will put in plain words aspects relevant to your plan that include but are not limited to your:
Existing assets and liabilitiesCurrent tax position Current saving ability
Retirement savings & superannuation
Wills & estate planning
Centrelink entitlements
The central core of a sound financial plan will generally incorporate managed funds; they are simple and convenient savings vehicles, also known as unit trusts. A managed fund allows you to invest in assets that would otherwise likely be out of your reach, by pooling your resources into a single fund with other investors. Once you decide to invest in managed funds, you set and control the amount you want to invest each month. Managed funds have a prospectus that allows you to see where it is investing, usually in a variety of assets including property, shares and fixed interest or a combination of these.
Investing in a managed fund also gives you the benefit of a professional fund manager. Fund managers have access to far more research and resources than the average investor, and therefore a superior knowledge of the investment markets. Whilst there are literally thousands of managed funds to choose from, your STREAMWOOD INVESTMENT adviser’s fund expertise, plus their intimate understanding of your personal goals will be essential to choosing a fund that reflects your risk profile, and is also aligned with what you would wish for yourself. There are managed funds for virtually every investment objective, your STREAMWOOD INVESTMENT advisor will direct you to the most appropriate.
TOPA FINANCE provide you with a suite of professional financial services so you get the most out of reaching your key objectives. They ensure that you have complete confidence in your ability to abide by your financial plan, and that there are related strategies in place that can adapt to meet unexpected or altered circumstances and enable your existing fiscal resources to be utilised in the most tax effective way.
Book Your Free Consultation
Make contact via e-mail, phone today or complete an online inquiry right now to secure an obligation-free consultation, so a STREAMWOOD INVESTMENT adviser can review your financial planning needs and explain the life long benefits of a sound financial plan.
STREAMWOOD INVESTMENT Wealth Management is a top Sydney financial planning firm providing services and planning advice to professionals, SMSFs and business owners. TOPA FINANCE also extends personal tax minimization, wealth creation, and self-managed superannuation advice in addition to portfolio investment advice for business owners on Sydney’s North Shore and across Australia.
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