Certe Group is a financial services provider tailoring life insurance solutions for individual and corporate clients.
Superannuation, Taxation and Business Services
Superannuation ServicesSuperannuation in Australia can be quite complex, but can provide significant tax advantages for saving and investing. As our population ages, increasing importance is placed on the need for accurate information and effective processes relating to your superannuation. We act as your business partner, helping you to assess the tax advantages effectively and allowing you time to focus on your primary asset – you. We believe that superannuation is at the centre of any wealth creation program and we work with you to address your concerns and requirements. The objective of our superannuation service is to secure your future by maximising benefits and minimising stress within the legislative framework. We provide reliable and efficient administration services to trustees of their own Self Managed Superannuation Funds (SMSFs). Our dedicated team of accountants and superannuation specialists have extensive experience in accounting, taxation and compliance matters for SMSFs, guaranteeing you the highest level of service and understanding. The division is headed up by Lee Barrett who is an experienced specialist in the SMSF area. Our services include:
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Business ServicesIn order for your business to succeed, you must effectively manage the processes involved in reaching your goals. We can work with you to provide strategic advice and planning, designed to aid you in achieving your true business potential. Our specialist advisers will focus on the identification of effective business and tax related opportunities to assist you to be as efficient and competitive as you can be, no matter what size your business is. We provide you with advice that is based upon a foundation of expert industry knowledge and understanding. This will help ensure that your business runs at an optimum level now and into the future. We are equipped to meet all of your accounting and tax compliance needs. Our professional staff are all fully qualified and can assist with:
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Taxation AdvisoryTax planning is essential to help you manage your cash outflows to allow your business to grow and help maximise your return on investment. We can work with you to ensure that you have an efficient business or investment structure to help you with your tax and general business or investment objectives. We can also work closely with corporate and family groups to help achieve their asset protection, wealth creation and intergenerational goals. Our specialist advisers are experts in the field of taxation and can work with you on specific transactions, or as a day to day taxation adviser. We assist both the investment and business community as well as other accounting and finance professionals who lack the taxation expertise or resources to tackle difficult technical issues in the ever-changing world of taxation. Our taxation consulting division is headed up by Lee Barrett, who has been providing taxation advice to a diverse range of clients in the Brisbane and Sydney marketplace for more than 20 years. Our Tax Consulting Division’s areas of expertise include:
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