Personal Accountant Melbourne

Many people choose to engage the work of a personal accountant. Often, they become overwhelmed at tax time when receiving income from multiple sources or when it comes to deductions or allowances.

However, that isn’t the only reason individuals engage accountants – did you also know that many people are settling for basic tax returns, due to simply a limited understanding of tax?

Taxation is a daunting experience – not to mention, a complicated one, especially for those who have to account for multiple deductions, allowances, and expenses.

You can’t afford to make a mistake here; missed tax payments can incur significant penalties. It’s no wonder that so many individuals are calling upon our Melbourne personal accountants to help get their tax obligations in order.

A personal accountant has an in-depth understanding of Australian taxation law, requirements, obligations, and operations. They’ll also find you deductions you didn’t even know existed!

Having a personal accountant on your team gives you peace of mind and the knowledge that your tax claims are all accurate and legitimate.

We will ensure that your accounts and finances remain well organised, categorised, and summarised.

A personal accountant will help you out with:

  • Tax preparation
  • Tax advising
  • Tax audits
  • Budgeting
  • ATO compliance
  • Your business structure
  • Financial statements
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Financial advisor

We’ll develop long-term strategies geared towards financial success and steer your business through a range of personal finance opportunities.

Your financial advisor offers personal and scaled advice – advice for your whole financial situation or particular aspects like shares or insurance, with a focus on helping you fulfil your lifestyle and financial goals.

In order to reach those goals, you’ll need a financial advisor whose expertise lies on income protection, managed investments, retirement planning, personal investments, and more.

Bruce Edmunds’ financial advisors are highly experienced and meticulous, working closely with you at all times to put you on the path to leading your ideal lifestyle. Our financial advisors provide unique expertise and knowledge, helping you manage and growth your wealth.

Below is a list of personal accounting services offered by Bruce Edmunds.

Personal tax

A daunting time for most, personal (or ‘individual’) tax becomes a simple task once our personal tax accountants step in.

We work hard to ensure that your tax obligations are accurately recorded and completely compliant with Australian tax laws.

In addition to looking after your tax obligations, we also provide you with tax advice and strategies that keep you on top of changes to the tax code, and your ideal course of action.

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Financial planning

Building your ideal lifestyle takes money. Our financial planners can help you get there.

Whether you’re planning for retirement or trying to achieve your short and long-term business financial goals, a comprehensive financial plan will be needed.

Bruce Edmunds employs an experienced team of licensed financial planners with extensive experience in financial investment and regulations. You can trust us to provide excellent financial planning, whether you’re trying to build up a nest egg or grow your business.

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Estate planning

It’s crucial to seek qualified advice, regardless of your estate’s size with the help of our estate planning accountants that offers completely tailor-made solutions and guidance.

Bruce Edmunds helps you to manage your assets for the future.

We ensure that your estate is compliant with regulations and planned in a way that maximises value and minimises taxes after you pass.

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Tax wealth accountant

The structure of your finances can directly affect your personal wealth. We’ll help you organise your finances, assets and wealth.

Our tax wealth planners identify which tax position best suits you, and help organise your wealth in a way that minimises your tax burden – all of which can help you enjoy your retirement and helps manage risk.

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Wills and succession planning

We often don’t like to worry about the future, but we must be prepared by planning ahead.

Life goes on after you pass – our expert will and succession planners secure your family’s future, ensuring that your loved ones are provided for and that their worlds continue turning.

Succession planning includes developing specific plans for the smooth transition of business control from you to your designated successor.

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Power of attorney

Power of attorney is a legal authorisation for someone else to act on your behalf – this includes important decisions about your finances, assets, and entering contracts.

As such, it’s crucial that you choose someone who you trust.

Bruce Edmunds assists you by creating a power of attorney document that’s watertight. We’ll guide you through the process and help create an arrangement that you’re comfortable with.

Find out how Bruce Edmunds helps you appoint a power of attorney to act on your behalf.

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SMSF accountant

It’s crucial to seek qualified advice, regardless of your estate’s size with the help of our estate planning accountants that offers completely tailor-made solutions and guidance.

Bruce Edmunds helps you to manage your assets for the future.

We ensure that your estate is compliant with regulations and planned in a way that maximises value and minimises taxes after you pass.

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Contact Bruce Edmunds’ personal accountants

A Bruce Edmunds & Associates personal accountant will help maximise your return at tax time and makes sure that all documents are lodged on-time.

Pricing is dependent on the specific services you require. So give us a call and let us know your current situation, circumstances, and needs, and we can let you know how we can help out!

Where do you want to BE in 20 years?

Find out how Bruce Edmunds & Associates can take you there.

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