| Personal
Services
We can help you minimise your tax!
Our tax services include:
 |
Legal tax minimisation planning |
|
Preparation of taxation returns for individuals |
|
Expert advice on all aspects of income tax including
deductibility of expenses, capital gains issues,
superannuation,
DIY
superannuation and fringe benefits |
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 |
Kilpatrick Lake Mackenzie Financial Advisers is uniquely positioned
to provide you with total financial care.
We offer a
FREE Initial, No Obligation Consultation!
Contact
us today for a no obligation and cost free, initial
introduction to our financial planning services. This
free introduction will not include specific financial
planning advice or a Statement of Advice, but will help
you decide whether the services we offer are right for
your needs.* Read our client
testimonials.
*This free consultation does not
include tax and accounting services. |
