unique strategies frankston accountants

Unique Strategies

October 3, 2021 | Accountants | Frankston

Address: Quest Building Frankston Suite 13 & 14 Ground Floor 435, Nepean Hwy, Frankston VIC 3199, Australia
Email: admin@uniquestrategies.com.au
Website: https://uniquestrategies.com.au/
Phone: +61 1300 946 241

About

 

Unique Strategies Pty Ltd was established in 2012 as a small office in Blairgowrie, we moved to our current premises in Frankston in 2017. Our dedicated and experienced team of accountants, bookkeepers, mortgage brokers, financial planners and administrative staff offer friendly and reliable service and, most importantly, excellent advice. This continuity of contact provides clients with a dedicated staff member who can deal with their business requirements with that personal touch.

We strive to provide our clients with expert advice on all areas of wealth management including, accounting, taxation, lending, retirement planning, investment, personal insurance and superannuation, including Self Managed Superannuation Funds.

Services

 

Accounting
Accounting involves more than simply preparing financial statements each year, and as such, we focus on providing effect value added services to ensure your business achieves its goals. One of our main focuses is to ensure that our clients compliance needs are taken care of allowing them to focus on their business.

Taxation Services
We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation including payroll tax, stamp duty and GST, our team will identify the best solutions for you.

SMSF
A lot of people do not have the time or skills to run their own SMSF. At Unique Strategies we can set up or take over the management, reporting and processing requirements of your SMSF.

Superannuation laws are complicated and investing in the market can be daunting. We ensure our clients funds are legally compliant and help them make smarter decisions with their investments.

Superannuation
Superannuation is more than retirement planning as Super touches every aspect of your financial planning. The way you manage your super impacts on how you manage your insurances, your other investments, your tax planning, your retirement planning, your marriage, your divorce, how and when you might help your adult kids out financially, your estate planning and even how you repay your own mortgage.

Protection
We help you calculate the type and amount of each cover that you might need, as well as discuss other ways that you can protect yourself against financial loss.

We provide the complete range of risk insurance services: total and permanent disability (TPD), death cover, income protection and trauma cover

Retirement
Our team will help you maximize eligible entitlements and government incentives (including tax incentives) to help you grow your retirement faster.

The structure of your assets and investments can make a big difference to the end result. Our advisers will work with you to identify the most beneficial ownership entities and finance structures to maximize your income, minimize your tax obligations and make your retirement income last longer.

Aged Care
Planning for aged care for yourself or a loved one can be a very stressful time. There are many options for assisted living in the home as well as residential care. The rules are complex and getting advice and guidance is very important. The cost of residential aged care can also be complex and difficult to understand.

Debt Management
Debt management is an individual process for everyone. There are many factors which need to be considered, such as existing debt, disposable income, interest rates, or unexpected events.

Estate Planning
There are many things to consider when you are planning your Estate. Writing your will is not enough to make sure your final wishes will be fulfilled. Expert advice is recommended to ensure that your assets will be distributed according to your will. There are many laws surrounding Estate Planning that should be followed and it is crucial to ensure that if you are making your will, it should be valid and effective

Investments
To advance your wealth you will need to invest in high quality assets that deliver the required rate of return over the long-term. Each investment asset class is distinct however an understanding how they differ and which is best for you is important to successfully creating wealth.

 

MORTGAGE BROKING

First Home Owners
Buying your first house or apartment can be an overwhelming experience. Finding the right home to buy is hard enough – and that’s only one of the many steps you need to take before you can move in and start living the Great Australian Dream. With so many things to take care of, the process can be stressful and overwhelming at times.

Refinance
Your life never stands still, and neither should your mortgage. Did you know that while the RBA might not have put the official interest rate up since 2016, many lenders have slowly and quietly increased their interest rates anyway? The lending market is more competitive than ever before and there are new loan options coming out regularly.

Investment
There’s no doubt about it – investing in property is one of the best ways to increase your wealth and set yourself up for the future. With the right property and financing, your assets will appreciate in value while returning a profitable yield from rental income. And since property value is not reliant on the unpredictable ups and downs of the stock market, it provides you with some much-needed stability and helps you to diversify your investment portfolio.

PROPERTY CONSULTING
You may already be aware that there are great opportunities in the Australia property market, but have yet to take the next step. Investors often feel they lack the market knowledge required to achieve optimal capital gain or rental income. They often have difficulty finding food professional contact such as a qualified mortgage broker, lawyer, accountant or property manager.

MORTGAGE BROKING
Self Employed
Are you self-employed or own your own business? If so, you might be aware that banks tend to make it really hard for clients like you to borrow money. In addition to the standard documentation, they ask for other information like tax returns and letters from your accountant. On the bright side, however, not every bank has the same requirements for self-employed clients. At Unique Strategies, we have experience in helping a wide range of clients secure the mortgage loan that they need. As a result, we can offer tips and advice for finding a bank that will be most amenable to your situation.

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