Pinnacle Tax & Accounting together with in-house Pinnacle Advisory Services Group [“PASG”] can help you review your personal, business and investment strategy to help you achieve your financial and wealth creation goals.

PTA and PASG will asses such factors as:

  • Cash flow - personal,  business, investment
  • Finance arrangements
  • Expenses including tax and assess the various tax minimisation strategies available.
  • Current insurances. The recent bush fire tragedy events highlights the importance of reviewing all aspects of insurance, be it personal (your life and your income) or general (home or car).
  • Superannuation. Take the opportunity to review your current superannuation arrangements and ensure that your biggest asset outside of your family home is being professionally managed to ensure you meet your financial and lifestyle objectives.
  • Investments, share portfolios – look for opportunities to trade off current market conditions.

For more information about PTA review service or to make an appointment contact us or call (02) 4655 7711.

Find more information about:

Superannuation Self Managed Super Fund Taxation Audit Finance Accounting Tax Planning Tax Structure Net Worth Personal Cashflow Wealth Creation Business Finance Business Valuation Marketing Plan Business Plan Estate Planning Retirement Financial Statement Management Reporting Business Budgeting Investment Advice Insurances Life Insurance Margin Lending Property

Did you know changes to the Superannuation Industry Supervision (SIS) Act now enable you to use your superannuation to borrow and invest directly in property?

Craig and the team at Pinnacle Tax & Accounting begun doing my personal finance, tax, and financial planning services over 7 years ago. This has since developed into PTA managing the finances for my business and personal financial endeavours. Pinnacle Tax & Accounting epitomise, traditional values, impeccable customer service, and always present things in a way that it easy to understand. With Craig and the team, you always know where you stand, and can rest assured that they will always be serving in your best interest and finding the best way to manage your business and personal finances. The sheer depth of knowledge, education, and currency with Craig and the team is something that stands out for me. They are up to date with the latest cloud accounting practices, they provide phenomenal advice, support and guidance every step of the way, from the establishment of my trust, my business and accounting system, PTA was there for me all the way. I couldn't recommend a more competent, responsive and friendly accounting and financial serves firm than PTA Group.

Kevin Spiteri - Managing Director

Menace Group

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