Business Management & Advice
We offer a broad range of services to help your business be the best it can be. Whether you’re just starting up and need help with a business registration, or you’re an established organisation wanting to increase profits by implementing effective financial plans and systems, dmca will look after you.
Wealth Planning & Management
As authorised representatives of Lonsdale Financial Group Limited, dmca Wealth Solutions Pty Ltd have the skills and experience to provide you with a full range of wealth planning and management advice.
Our aim is to provide you with a fixed fee for our services which is agreed with you at the start. This is to ensure that you are fully aware of the total cost of our service to you so you can align this with the value you receive from our advice. We then rebate in full or reduce to $NIL any up-front and trailing commissions that may apply for non insurance financial products recommended.
Self Managed Superannuation
Superannuation law is a delicate area and personalised planning is required for each individual. The team at dmca are superannuation experts who can assist in establishing a superannuation fund that will enable you to reach your financial retirement goals, & providing you with control and flexibility. We will also help you implement strategies to minimise tax and maximise the growth of your assets in retirement & beyond to future generations.
Taxation & Accounting
When it comes to tax and accounting, we have a wealth of knowledge and services including:
- Tax planning – business structuring, entity selection, consolidations;
- Income tax – personal, business and superannuation;
- Capital Gains Tax – advice, strategies, estate planning;
- Fringe Benefits Tax – advice, compliance, salary packaging, exemptions; & GST – registration, compliance, advice, grouping.
- Financial reports – preparation, forecasting, budgeting, KPIs & benchmarking
Our Portfolio Administration Service (PAS) encompasses regular portfolio administration, reporting, accounting, taxation advice & compliance, activity statement preparation and lodgement for all types of clients.
What also makes our PAS so popular and so highly regarded is the range of information available to you and also the way we tailor our services to your needs. The online service is very user-friendly, easy to access and also features a range of security benefits, so you can be certain that your portfolio information is 100% secure.
Leave the hassle of processing your accounts to our experienced and highly qualified bookkeepers. Whether you need us daily, weekly or monthly, we work with you to ensure your accounts are up to date as you require them.
Estate Planning & Business Succession Planning
What will happen to your wealth that you have worked hard to accumulate over the years, if you die suddenly?
What about your business – if something happened to you tomorrow, would your family or someone else have the money and/or ability to step in & take over your role in the business effectively?
Will the value of your business that you have worked hard to build over the years retain this value without you?
These are very important questions that we find people often don’t consider until it is too late. We have assisted a number of our clients through this process which has provided them with peace of mind. We therefore understand the importance of careful planning before it is too late.