PT Partners - Working, Investing or Retiring

Working, Investing or Retiring

If you are working as an employee or contractor, investing, or in retirement mode, there are many ways that we can help. 
 
The first step is typically an initial meeting. This is where we gain an understanding of your specific circumstances and discuss how we can help. It is free-of-charge and without obligation.
 
To get a feel for the ways in which we can help, click each of the below tabs. You can also visit our Case Studies page for a real example.

Working
Investing
Retiring

Of course, we will make sure your tax returns are lodged in a timely and professional manner.
 
But over and above that, we can also work with you to ensure your tax outcomes are as good as they can be.
 
We can explore ways to reduce your tax, such as salary sacrifice and negative gearing. We can review your circumstances to ensure that you are taking advantage of every possible tax deduction you are entitled to.
 
In some cases, we can re-structure your affairs to produce better tax outcomes.
 
We can represent you if ever you are audited and we can provide you with Audit Insurance to pay for professional fees in the event that you are audited.
 
We have a licensed Self-Managed Superannuation Fund (SMSF) specialist who can meet with you to discuss your objectives in retirement, and work with you to create an effective strategy to achieve these objectives.
 
Through our Adviser Network, we can facilitate other important items such as Investment Advice, Insurance and Wills & Estate Planning.

Of course, we will make sure your tax returns are lodged in a timely and professional manner.

But over and above that, we can also work with you to ensure your tax outcomes are as good as they can be.

We can explore ways to reduce your tax, such as salary sacrifice and negative gearing. We can review your circumstances to ensure that you are taking advantage of every possible tax deduction you are entitled to.

When can assist with modelling and analysis to help you determine the after-tax outcomes from investments you either currently hold or are considering. In some cases, we can re-structure your affairs to produce better tax outcomes.

We can represent you if ever you are audited and we can provide you with Audit Insurance to pay for professional fees in the event that you are audited.

We have a licensed Self-Managed Superannuation Fund (SMSF) specialist who can meet with you to discuss your objectives in retirement, and work with you to create an effective strategy to achieve these objectives.

Through our Adviser Network, we can facilitate other important items such as Investment Advice, Insurance and Wills & Estate Planning.

We have a licensed Self-Managed Superannuation Fund (SMSF) specialist who can meet with you to discuss your objectives in retirement, and work with you to create an effective strategy to achieve these objectives.
 
If you are already retired, we can look at your situation and ensure your tax outcomes are as good as they can be.
 
If you are contemplating retirement, we can review your retirement objectives and put in place strategies to maximise your retirement income. In some cases, this will involve making use of an SMSF.
 
If you have an SMSF, we can assist you with all aspects of that, including preparing your financial statements and tax return, managing your pension requirements, and obtaining actuarial certificates.
 
We can represent you if ever you are audited and we can provide you with Audit Insurance to pay for professional fees in the event that you are audited.
 
Through our Adviser Network, we can facilitate other important items such as Investment Advice, Insurance and Wills & Estate Planning.

Contact us by email or call us on 07 3808 4499
Level 3, Plaza Chambers, 15 Dennis Road, Springwood, QLD 4127