Parker Crofts and Co have developed a network of professionals who we regularly refer clients to for advice. Parker Crofts and Co work closely with the following professionals by providing the required documents and attending meetings with our clients and the professionals if required to make the process as smooth as possible.
Speak to Darren or Jose if you require assistance with any of the following.
Jose or Darren can also attend meetings with you and the professionals to achieve the required outcome.
FINANCE BROKING: A finance broker works for the client to get the best outcome and can assist with equipment finance, business finance, property finance, overdrafts etc. At Parker Crofts & Co we work closely with the broker to provide the correct documentation and accounts in a format required by the banks to assist with the process.
SOLICITOR: Estate planning, wills, power of attorney, rental agreements, trust deed updates and various other legal documents and advice. These Functions are closely aligned to our advice and structures which assist in legally minimising tax, asset protection and wealth accumulation.
FINANCIAL PLANNER: Industry super, retirement planning, life insurance, income protection insurance and investment strategies which combined with our advice on structures is an important part of the process for wealth accumulation and legally minimise tax.
BUSINESS INSURANCE: workers comp, theft, fire damage, public liability, directors insurance, management insurance, business interruption insurance and cyber insurance with so many options its best to speak to a professional to access the risks for your business.
Parker Crofts & Co are associate members of National accounting group Hayes Knight.
Being associate members gives us access to quarterly technical information seminars plus monthly newsletters containing tax law changes and various other information. We also get access to Hayes Knights library of practise templates and tax law technical information bulletins.
In 2016, the laws governing Self Managed Super Fund (SMSF) advice changed. Accountants need to be licensed to talk to and advise clients about SMSF’s. Jose Dono (ARN 127650) is an authorised representatives of Merit Wealth and is able to continue providing advice on SMSF’s. As a qualified Merit Wealth Limited Advisor, he is authorised to provide advice on:
- Should I have a SMSF?
- Contributions
- Withdrawals
- Pensions
As a Merit Wealth limited advisor he has access to the broader Merit Wealth advisor network to provide further advice on:
- Rolling over superannuation
- Investment Strategies
- Investment portfolio construction
- Insurances
Our license, authorised by Merit Wealth allows us to provide qualified advice on SMSF’s
Merit Wealth Pty Ltd
ABN 89 125 557 002
Level 2, 115 Pitt St, Sydney NSW 2000
(AFSL 409361)
Phone: 1300 785 611
Fax: 02 8916 4261
Email: contact@meritwealth.com.au
Web: www.meritwealth.com.au | Privacy Statement
Jose Dono Financial Services Guide
