Personal Taxation

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 Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

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. 

 

Finconnect (Australia) Pty Ltd


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 a Credit Representative (475874) of Finconnect.  Finconnect (Australia) Pty Ltd, ABN 45 122 896 477 Australian Credit Licence 385888, a wholly owned subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.  Level 3E, Commonwealth Bank Place, 11 Harbour Street, Sydney NSW 2000.  P: 1300 665 676, F: 1300 457 703, E: info@finconnect.com.au   www.finconnect.com.au

Lending services are authorised by Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888 a wholly owned subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. 

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. 

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