Recommendation - Personal Income Accountant / Financial Advisor - Sydney

pegasusx on 14/01/2019 - 13:54
Last edited 14/01/2019 - 23:35 by 1 other user

Might give this a shot here as its a highly subjective matter to personal circumstances.

My accountant for the last 15 years is no longer working (started a family). She was great in keeping up with new laws, and passionate about income tax (Was genuinely excited about minimising wasted tax /maximising the savings - cant stop her talking about it)

So looking for recommendations for a shrewd, hopefully passionate accountant / adviser in the Sydney area?
Preference is that I can sit down with and structure my tax strategy, and not pedal me with commissioned products.
I have a new role / salary that has bonus incentives that I am not sure about how to make most of. (I've been slack for the last 2 years and occupied with a new family myself).

Looking to model things like the below in the mix.

• Novated leasing
• Adjusting Pretax Super contributions
• Mortgage / Negative gearing / refinancing options.
• Spouse Super co-contributions
• Potentially* starting SMSF and controlling that fund.

Any recommendations via PM/Reply would be great.

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  Starlight8 on 14/01/2019 - 13:58

  Hi there,
  Will PM you :)

  • 

    pifts on 14/01/2019 - 14:10

    Can you send me a PM too :)

  • 

    swapsey on 14/01/2019 - 15:37

    And me thanks debe

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  tsunamisurfer on 14/01/2019 - 14:00

  +1

  I will thank OP not to refer to financial advisors and accountants as Shrews.

  • 

    pegasusx on 14/01/2019 - 14:04

    LOL. Yes typo. Fixed

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  HighAndDry on 14/01/2019 - 14:01

  for a shrew

  Hahahahah assuming that should be "shrewd". Thanks for the laugh =D

  Unfortunately no recommendations, let us know if you do find a good one because I've been putting that off for a while too now.

  • 

    pegasusx on 14/01/2019 - 19:33

    +2

    @HighAndDry Will do.

    PS: Looking at your username I think it might be time you get some good tax representation :D

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  Pandaboss on 15/04/2019 - 21:13

  Any luck getting that advisor?