Personal Taxation

 

Financial Planning Home and Investment Loans Wealth Protection Superannuation Wealth Creation

We can help you minimise your tax!

Our tax services include: 

  • Professional advice on all aspects of income tax including deductibility of expenses, capital gains issues, superannuation, self managed superannuation and salary packaging.
  • Preparation of taxation returns for individuals
  • Advice on negative gearing of property, shares, and other investments.

We offer estate planning services: 

  • Minimising taxation when distributing your estate
  • Lowering tax for your dependents on death using Testamentary Trusts
  • Review of your needs in relation to wills, enduring powers of attorney, and wealth protection
  • Review of your affairs to consider security, control, and inheritance

Ridgway Accounting and Ridgway Financial Services are your innovative partners for success.

We can tailor you a sound, strategic financial plan which, if acted on early enough, can deliver the peace of mind that comes from being financially secure. Not to mention the freedom of being able to afford your long held dreams.

We also take great pride in educating our clients and helping them to make informed decisions about their future. So whether you're 20 years old or 80, we will guide you through the financial confusion by providing you with a written plan that when followed, gives you greater control over your financial future.

Apart from providing the traditional accounting and taxation services noted above, we can also help you in the following areas: 

  • Financial Planning *
  • Wealth Creation *
  • Wealth Protection *
  • Superannuation Strategy *
  • Home and Investment Loans **
  • Business Loans and Leasing **
  • Investor Education and Information *

We will assess your current financial position, listen to your goals in life and then guide you step-by-step with a written plan tax-effectively tailored to help you to create, build and preserve your wealth - without undue risk. 

 


*Services provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ('Count') a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.


**Lending services are authorised by Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888 a wholly owned subsidiary of Count Financial Limited. 


#This free consultation does not include tax and accounting services.



Ridell Pty Ltd (ACN: 062 778 670) ATF DHR Trust & T&V Pty Ltd (ACN: 603 440 768) ATF OP Trust (ABN: 88 355 151 729) T/A Ridgway Financial Services is an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au



Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.


General advice warning:  
The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

 


Lending services are authorised by Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888 a wholly owned subsidiary of Count Financial Limited. 


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