Families

How We Can Help

No longer young, free and single? There are some perks!

A Bentleys Sunshine Coast accountant looks at your family as a whole and identifies ways to assist you to set up your financial and taxation matters in the most effective way. This can include a variety of strategies such as advising you on the best possible structure for your personal circumstances and the most tax effective structure to make important purchases in.

When you look to the future, you may worry about how you are going to pay for a decent education for your children, or cover the cost of those one off biggies like your daughter's wedding.

We will work with you and your financial planner to create a long term financial plan that helps you meet your goals.

This can be as simple as helping to develop (and stick to) a household budget.

However, there are a whole range of strategies available that you can implement that will assist you to enjoy the lifestyle you've worked so hard for.

This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Bentleys (Sunshine Caost) Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. 

 

Family Tax and Financial Advice

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