Beaumaris

About

OUR MISSION

To build and strengthen our relationships by making tax and accounting simpler for everyone

OUR VISION

That our growing client base says “go to MCA” without hesitation, and we become our regions choice for tax, accounting and advisory services

OUR VALUES

We provide a premier service by being motivated to stay educated

We educate and empower with strong communication

We are approachable and are always available to assist and consult with our clients

Services

Compliance

Tax returns, financial statements, activity statements and the like

OUR BREAD AND BUTTER

The bread and butter of accountants is financial statements and tax returns. We do it with one goal in mind – ensuring you pay the least amount of tax legally possible.

We treat your affairs as if they are our own. We look for every deduction possible, and the result is you have more money in your pocket.

Compliance is boring though, so read on to see what else we can do to help that is a little more exciting

Bookkeeping

Data entry, choosing your software stack, gaining efficiencies

MORE THAN JUST DATA ENTRY

You may think of bookkeeping as entering in your cheques, deposits, and reconciling your bank account.

That’s old school.

Technology has redefined what good bookkeeping is. These days your bank statements automatically download, your expenses can be imported, data from your industry software can be pulled into your accounting software, and much more.

We’ve spent the time learning how to make all this work so you don’t have to.

Would you recommend to your clients that they do their own plumbing / IT consulting / or wherever your business expertise lies? Why would you try to do your own books?

Tax Minimisation

Why pay more tax than you are obliged to?

LOOKING OUTSIDE THE SQUARE

Is it actually in your best interests to use the immediate write off for asset purchases?

If this question hasn’t crossed your mind after hearing our politicians gloat that they are allowing you to write off that new car in full – then it’s time you scheduled a chat with us. Surprisingly, you can pay less tax by not using the immediate write off.

Just one example of what we can do for you.

Planning and Structuring

Like a solid home, if you lay the right foundations it will last a life time

NOW WE’RE GETTING SEXY

While compliance is boring, planning to us is sexy. This is where we can flex our figurative muscles, look at schemes and possibilities that only good accountants consider.

This is where the biggest tax savings are made. Our tax planning brochure goes through a simple scenario of a couple buying an investment property, and across a decade there can be differences in tax outcomes of over $100k.

Yes, one hundred thousand dollars.

We can show you how to keep that money in your pocket.

Super and Retirement

Being prepared so you can live the lifestyle you want in retirement

RETIREMENT IS FOREVER

Superannuation provides two main benefits: A tax effective environment for your retirement savings; and a place for those savings that cannot be touched to ensure they are there later on.

The advice we give isn’t driven by commissions, or trying to meet a sales target like most financial planners. Looking after your best interests isn’t just a saying to us.

Part of your retirement planning should be to consider a Self Managed Superannuation Fund – but be aware that a SMSF isn’t for everyone. We can guide you through the whole process from setup, planning, advise, compliance, and finally reaping the benefits during retirement.

Business Support

You can lean on us no matter what stage of the business lifecycle you are in

WE”RE NOT JUST ABOUT TAX

Do you understand the cash flow cycle of your business? How many days is your cash flow tied up between paying for stock and getting paid by your customer? What impact will changing that have?

Running a mature business and ready for the next stage? How do you turn that business into something that pays you profits without you having to run the show?

We sat through boring lectures learning all this so you don’t have to.

About our Firm

Established over 35 years ago as a small office in Frankston, we moved to our current premises in Mount Eliza around the Mornington Peninsula area in 1991. Our team of accountants, bookkeepers and administrative staff have mostly been with us since that time, therefore offering our clients a continuity of staff not always available in accountancy practices.

During the past 35 years we have been able to offer friendly and reliable service and, most importantly, excellent advice.

MRH Financial Services Pty Ltd was established in 2003 and provides clients with expert advice on retirement planning, wealth creation, personal insurance and superannuation, including Self Managed Superannuation Funds.

Our dedicated and experienced teams of accountants, bookkeepers and administrative staff have established close ties with our clients through years of interaction with them. This continuity of contact provides clients with a dedicated staff member who can deal with their business requirements with that personal touch.

Services

Businesses

Our team has extensive experience in all aspects of business accounting and taxation.

Whether you’re a small single director company or have a complex structure with many involved parties we can help. We believe a sound business relationship with your accountant is vital to your business success, that’s why we pride ourselves on offering our clients the same great service year after year and watching our client’s grow and prosper.

Our team is here all year round and happy to answer the smallest of queries you may have with your business accounting needs. In growing your business with us you may require changes to your current structure or the way in which you operate, we are able to advise and assist you in this process and guide you through these changes.

We have a dedicated team member who administers the corporate section, she has a comprehensive knowledge of all ASIC related issues, establishment of trusts and companies and will guide you through the steps to ensure your entity is correctly set up and has met its compliance needs.

Let us relieve you of the burden and allow us to prepare your quarterly or annual BAS summaries, PAYGW, Subcontractor Returns all can be completed and lodged online so you can focus on running your business and not getting bogged down with paperwork.

• Sole Trader business accounts
• Partnership accounts
• Trust/Company Accounts
• Structuring of your business and new entity set ups
• Annual Taxation returns and financial reporting
• Corporate management and compliance
• Small Business Concessions
• Capital gains
• Investments

We also offer accountancy audit insurance in the event of an audit, this insurance will cover our costs* in dealing with the ATO on your behalf for the audit coverage period. For more information please read the Accountancy Audit Insurance pdf.

Note: audit coverage limited to your policy and only during the period of coverage taken out, please read full insurance documents for complete coverage details.

Superannuation

Our free, initial consultation can check if a Self Managed Super Fund (SMSF) is right for you.

If a SMSF is right for you, we can establish the fund and guide you step by step through the process to ensure the trustees of the fund understand their obligations and all the required documentation is correctly completed.

The superannuation team is available on a daily basis to offer advice and answer any questions that you may have, we appreciate SMSF is a daunting subject for many and we know how vital it is that you have a point of contact to assist you and answer your queries.

• Establishment of your SMSF
• Appointment of Trustees
• Preparation of annual financial statements
• Completion and lodgement of annual taxation return
• Audit of your SMSF
• Technical advice on superannuation matters
• Provision of regular email superannuation newsletter to clients
• Manage on going compliance obligations for your SMSF

Individuals

We want to assist you to get the most out of tax time.

We want our clients to be happy, whether you’ve got a basic personal tax return or you have a variety of investments and rental properties, we take the time to go through your return in detail and make sure there’s nothing missed and you get back the maximum refund that you are entitled to.

Our friendly team is happy to explain, in plain English, anything you may not understand or want more detail on.

We offer a variety of ways to complete your personal tax return each year, whether you prefer the face to face meeting with one of our team, we offer early mornings and late evening appointments, sending your tax data via email or posting or we can even arrange a tax appointment via Skype – the choice is yours.

• Basic Salary and Wage returns
• Complex Individual Returns
• Rental Properties
• Sole Traders
• Shares and Dividends
• Capital Gains
• Employee Share Schemes
• Employment Termination Payments
• Partnership and Trust Income allocation

Why Marketing Skill?

Marketing Skill has provided specialised telemarketing / call centre services for over 25 years – so we know what we’re doing!

Customer service is our passion and it is underpins everything we do.

Services include –

• Telemarketing – market research, customer retention programs, product recall.
• Database Management Services – Data base clean up, data verification, customer relationship management.
• Telemarketing Consulting Services – assistance to help companies run their own telemarketing campaigns.
• Training Services – Sales, Customer Service, Telephone Skills, Receptionist training.

Services

Marketing Skill provides a unique range of customer service programs. Our focus is to combine prospecting and customer retention initiatives.

Considering that the majority (in fact 68%) of lost business is due to perceived indifference, keeping in touch in a meaningful way is vital to retaining and gaining business.

We build and manage relationships with clients and prospects, professionally representing your company with the expertise and care you would give them yourself – if you had the time.

Our consultants are given specific training to ensure they represent your company competently

We generate leads, promote cross selling, and manage databases. We also provide you with meaningful feedback and information to understand your clients needs and expectations.

To enable you to analyse results and measure the cost effectiveness and profitability of the programs, we compile detailed statistics.

Marketing Skill is not a call-centre – our business is intimate and specialised. Simply we have more control, monitoring operators to ensure we gain the required results.  What this means to you is that your sales will increase because leads will be qualified and your customers will become loyal devotees of your business, buy more and refer others and you will understand your business better – in short you will be more profitable.

Telemarketing Australia – Business To Business

Our Philosophy

From compliance to consulting we have a commitment to understanding our clients’ needs and assisting them to meet those needs. To be accessible and recognise that clients’ needs often extend outside regular business hours. We strive to give a professional and personalised accounting service.

History of Firm

Julie Dixon established the business in 1985 to provide accounting, taxation and bookkeeping services to small business.

Julie is a Fellow Professional Member of the National Institute of Accountants and registered Tax Agent.

Julie commenced her career working for a medium size accounting firm in the area of taxation, accounting, small audits, superannuation and liquidation.

The introduction of GST and ongoing changes in taxation legislation together with strong client referrals has seen the firm experience consistent growth. We now service a diverse range of clients including individuals, small and medium sized businesses with owners from a range of industry sectors.

The practice offers specialised advice and is small enough to guarantee personal service to our clients.

The requirements of business, finance and taxation are forever changing and increasing in complexity. Our response to our clients’ need is to offer a complete range of accounting, taxation, financial, bookkeeping and business advisory services.

We strive to maintain the standards and professionalism that have led clients to refer us to their friends, family and small business colleagues.

We thank you for your trust.

Services

Starting Or Buying A Business

Starting or buying a business necessitates risk, research, passion and planning. Just like a game of chess, to succeed you need to make the right opening moves.

The harsh reality is that enthusiasm, money, talent or a great idea is not enough to guarantee success in business.

There is an old saying, ‘people don’t plan to fail, they just fail to plan.’ This is both valuable advice and a warning for people intending to start a business.

Recession Proof Your Business

Introduction

Just as evolution in animals dictates that only the fittest survive, in a recession it is generally survival of the smartest.

In this country we seem to have a recession-­like economy happening every seven to nine years and almost 75,000 Australian businesses were wiped out in the last downturn. To survive business owners must find a way to plan their way past potential threats including higher interest rates and fuel prices plus declining consumer confidence.

In recessionary times business owners must strike a delicate balance between pessimism and optimism, ensuring expectations are realistic but not giving up on growth. Smart business owners know that a recession presents an opportunity and it’s time to spend more time working ON your business rather than IN it.

Management Consulting Services

Assessing the performance of all aspects of your business is an integral part of effective management and your business’ ongoing success.

Using our experience and some Key Performance Indicators we measure and monitor vital aspects of your business.

Irrespective of the size of your business, we can implement management accounting procedures to ensure a flow of regular, meaningful financial reports. The preparation of budgets, forecasts and cashflow projections ensures your business strategies are kept on track. Once completed they enable assessment of current performance against your management plans. The results can then be used to make decisions on marketing, pricing, organisational structure, overheads and capital investment.

The information we provide is of real value to business owners and is designed to provide a springboard for further action. We review the reports and discuss the strategic options for the future of your business.

Accounting, Taxation & GST

Australian Tax Law is complex and constantly changing. In addition, the GST environment places considerable emphasis on compliance and lodgement deadlines. Our team members undertake extensive training to keep abreast of developments and we provide a comprehensive accounting and taxation service to assist both individuals and business owners with their compliance obligations.

​A significant part of our strategy is to provide clients with timely and accurate advice on tax matters including legitimate tax minimisation strategies. We bring a personal approach to tax and are able to provide expert consulting advice as well as meet your compliance requirements.

Financial Planning

We see Financial Planning as a journey. From the early years when borrowings are high and savings must be carefully planned, through the accumulation years when debt levels reduce and savings capacity increases and finally into the retirement years when careful planning from the previous phases bears the fruit of financial security.

​The need for quality financial advice has never been greater.

Accounting for Trades People

Being in the trades or building industry you need an accountant who understands your business.

We appreciate the unique nature of the trades including the importance of cash flow, quotes, invoicing, job costing and scheduling, progress payments, retention and variations, tracking project profits and paying sub-contractors. This is in addition to the usual small business compliance issues of GST, BAS, PAYG and Superannuation.

Negative Gearing

What is Negative Gearing?

Negative Gearing by definition is where you borrow to acquire an investment and the interest and other tax deductible costs you incur exceed the income you receive from the investment.

While Negative Gearing is commonly associated with rental properties, it can also be applied to other types of incomeproducing investments such as shares and managed funds using what is often called ‘margin loans’. In terms of property investment, negative gearing refers to a situation where your expenses to maintain the property (including mortgage interest) exceed the rental income.

Business Coaching

Too many small business owners work too hard, for too many hours for far too little return.

As Michael Gerber points out in his book, ‘The E Myth – Why Most Businesses Don’t Work and What To Do About It’, “Most people work IN their business. The secret is NOT to work in it, it’s to work ON it so that you don’t have to work IN it”

​We are not your ‘average’ accounting firm that just ‘keeps the score’. Far from it. Rather than just have an accountant, our business clients enjoy a ‘business coach’ relationship. We work ON your business to develop a business independent of you.

A little bit about us

Our Mission Statement

Everyday we remove the burden of record keeping and compliance, providing a platform for business owners to achieve growth and build financial security.
Our strong relationships with our clients ensure a positive impact on profit, cash flow, asset protection, succession and leaving a legacy.

Our Values:

Accountability, Innovation, Integrity, Passion, Respect & Fun

Our Vision Statement

Our reputation for achieving positive results continues to attract business owners aligned with out growth and financial security offerings. Our motivated team members always aspire to their full potential.

Solutions

Business Accounting & Tax Services On The Mornington Peninsula

We believe that knowing your current financial performance enables you to manage your future financial position.

We provide a full range of accounting, taxation and ancillary solutions that underpin the growth and development of your business on the Mornington Peninsula.

Running your business should not come with the burden of ensuring you are complying with all the relevant tax and business legislation.

We ensure that burden is lifted from your shoulders so you can have the peace of mind to grow your business and create a lifestyle for you family.

Business Services. Solutions.

We believe that your greatest rewards are achieved from a focus on your greatest strengths.

We work with our clients to design outcomes based on specific goals and objectives with focussed planning and execution.

These outcomes are not always about money they also involve lifestyle, community and anything else that is important to you, the business owner

Your time is valuable so ensure you design the business that you desire do not let the business design you!

Virtual Management Accounting. Solutions.

We believe focus, planning and execution achieves positive results.

We provide practical and innovative management reporting, strategic advice and business advisory services tailored to your objectives.

Knowing the numbers in your business is a key to managing and growing your business.

We provide the systems to measure the key numbers in your business so you can make effective decisions to grow your business.

Cloud Services. Solutions.

We believe in providing real time financial data accessible any where, any time on any device.

Utilising the latest technology cloud based systems can provide significant improvements to your business.

Cloud services can enable increased productivity and therefore improved business performance.

We actively seek ways to improve your business through the latest technologies and will adopt those technologies in our business to full understand them and assist you in their implementation and use.

Wealth. Solutions.

We believe a sound financial strategy makes all the difference.

We provide strategic advice to improve your financial position, achieve long term financial retirement goals and security for your family.

The earlier you provide for you financial future the easier the long term steps will be.

We will guide you through the steps that it takes to to achieve what you really want.

SMSF. Solutions.

We believe that you should play an active and informed role in your financial future.

One of the fastest growing financial services sectors, we provide information and knowledge which enables you to make educated decisions.

We take the complex and make it simple.

Whilst having your own superannuation fund makes the invisible visible, we make the process seamless.

About First Choice Accounting Services

Whether your business is just starting out or is mature, it is important to make sure that your business is working for you and your future goals. At First Choice Accounting Services we make it a priority to sit down with you and discuss all of your goals; not just within your business but personally also. As your accountant we feel it is important to regularly check in and make sure that your business is working for you and not the other way around.

When starting your new business, you will have many questions and a lot of other questions that you didn’t know that you had. At First Choice Accounting Services we can answer all of those questions in place.

Our accounting team will discuss the best options for your business, making sure that you cover all of the legalities in the process. We will sit down with you and guide you in making the best choices for setting up your business whilst protecting yourself and family.

The best part is you can then leave all of the paperwork and registrations to one of our trained accountants, keeping you free to do what you do best; operate your business.

Our Services

At First Choice Accounting Services our team of qualified accountants can prepare and complete all aspects of your business set-up, including

• ASIC register
• ABN registration
• GST Registration
• Tax File Number registration
• Company/Trust register
• PAYG registration

First Choice Accounting Services

Cash Flow Projections

Cash Flow Projections give an indication as to how the cash is expected to flow in and out of your business.   It provides an estimated overview as to what your expenditures should be (and need to be) and how best to maintain control over them.  Having an understanding as to where your income is coming from and going to, makes short term investment decisions clearer and plays a major part of your business plan.

A clear cash flow projection offers proof of how your business is expected to operate in the near and distant future for the purpose of borrowing funds to expand your business.  We would be happy to show you how your business can expand and grow.

Business Valuation

Selling your business?  Always a good move to have a chat with a professional to find out the likely value of your business prior to putting it on the market.  We are happy to look over what your business does,  how it is placed in the market to ensure you are neither underselling, or pricing your business out of the market.

We can also consider a business that you are looking to buy – make sure you are paying a fair price for a business that will deliver on the promises it makes.  We do this by looking at previous years financials, and doing some calculations that will give a good indication of it’s financial viability and likely longevity.

Business Tax Returns

First Choice Accounting Services offers you and your business the best advice and service around.  Our services include things such as…

• Preparation of financial reports
• Advice on changing business structures – (business structure is vital!)
• ASIC liaison – (handling of changes to your business details etc)
• Tax effective accounting – (making the most of your business)
• Cashflows
• Budgets
• ATO liaison – (sometimes it’s just easier if we talk to the ATO on your behalf)
• GST advice
• BAS statement preparation
• ATO registrations
• Superannuation advice
• Workcover
• PAYG requirements

Business Plans

A business plan is a formal statement of a set of business goals, the reasons why you believe they are attainable, and just how you will go about reaching those goals. It may also contain background information about your organisation. The Cash Flow projection supports the business plan, defining the financial manner in which you can navigate the strategies.

When you are starting a new business and looking to fund your great idea, a business plan is essential.  A financier will need to see Profit and Loss budgets and cashflow budgets to determine whether to fund your new venture.  We can help you put together a Business Plan to maximise your chances of getting it off the ground.

Business Financial Statements

At First Choice Accounting Services, we can put together your Financial Statements (and tax returns) for Sole Traders, Partnerships, Family Trusts, Unit Trusts, and Companies.  Financial Statements are vital for ASIC compliance, for audit purposes and to support applications for lines of credit where required.  Regularly reviewed and mainatained financial statements can be vital for tax planning within your business – never underestimate the value of good advice!

Tax Planning

Tax planning is a means to making your income more efficient.

Everyones situation is different; it is possible to make legitimate, legal changes to your finances or financial situation which can significantly impact the tax you pay.

Are you currently claiming the tax deductions you are already entitled to? Is there anything you can introduce to or change in your asset base that could potentially lower the tax you pay?  These questions apply to any taxpayer, including self funded retirees. It’s good practice to ensure that the whole picture is considered.

Late Returns

We do understand that because of certain personal circumstances, you may have not yet prepared your tax return for a past year or years. This can be individual, business or SMSF returns. Please do not be embarrassed, things happen. Please contact one of our experienced accountants to go through what needs to be done to bring everything up to date. We can help with recommending a bookkeeper if that is required. We can also contact the Australian Taxation Office on your behalf, and explain what has happened and what is being done to help bring everything up to date. The ATO wants everything up to date, so they do try to work with us and you, to help achieve this.

Company Establishment

If you are setting up a business, or looking at changing the structure of your existing business, we can sit down with you and help advice you which structure best fits your needs. This could be as a Sole Trader, a Partnership, Company or a Trust Structure. If you decide on either a company or trust structure, then we can help you complete all relevant forms you will be required to order your company or trust. Company constitutions and Trust Deeds are legal documents, so need to make sure the information is correct. As we are not lawyers, we do need to outsource the actual preparation of these documents, but we can help organise this on your behalf and liaise with the relevant people on your behalf. When the paperwork arrives in, we can then organise your ABN registration, TFN Application, GST, PAYG & Fuel Tax Credits registration, if required.

SMSF

Self Managed Superannuation Funds (SMSF’s) are required by law to lodge annual Tax Returns and prepare Financial Statements.  As the trustee of a SMSF, you are responsible for ensuring that an annual audit is performed for financial and compliance requirements.

We can advise and help you with these needs, compiling your financial statements, preparing the Income Tax and regulatory Returns, and arranging the annual audit on your fund.

Personal Tax Returns

Most of us need to lodge a personal tax return each year, and it’s so important to review just where you are at insofar as tax planning is concerned in order to  maximise your deductions and hopefully increase your refund (or minimise your tax payable!)

Our individual clients range from those with a basic salary/wages situation with few deductions right through to those with multi investment properties and share investments. We are happy to sit with you and discuss just how to make the most of whatever your circumstance is.

Late Returns

We do understand that because of certain personal circumstances, you may have not yet prepared your tax return for a past year or years. This can be individual, business or SMSF returns. Please do not be embarrassed, things happen. Please contact one of our experienced accountants to go through what needs to be done to bring everything up to date. We can help with recommending a bookkeeper if that is required. We can also contact the Australian Taxation Office on your behalf, and explain what has happened and what is being done to help bring everything up to date. The ATO wants everything up to date, so they do try to work with us and you, to help achieve this.

Business Accountants In Melbourne

At Zimsen Partners, our small business accountants aim to create long-lasting relationships by accomplishing your goals and adding value to your business. We simplify the complex accounting and financial concepts and help you make well-informed business decisions.

Our accountancy team in Melbourne combines some of the most dedicated local experts and professionals. We love seeing our clients realise their true potential and want to be apart of your journey.

About Zimsen Partners

In today’s business climate, running a small business is a constant challenge, to say the least. Increasing regulations and obligations, continually advancing technology and intense competition. Receiving the best business advice has never been more important to us and having the best Melbourne accountant is vital.

How does yours measure up?We measure our success by yours. “Taking an active role in all facets of our client’s business has been of utmost importance to us since day one. Our client’s success is our main focus and the only way to determine our success. Providing quality accounting and financial services whilst promptly attending to tasks is essential to our operations”

Services

Accounting Services Melbourne

An expert accounting firm can give you the foundation you need

Our professional accounting services in Melbourne will guide you through the growth of your business or your individual situation. We want to help you achieve you short and long-term goals.

Individuals & Businesses

ACCOUNTING SERVICES

Business Accountants

BAS Accountants

Cloud Accounting

BUSINESS TAXATION SERVICES

Tax Planning

Tax Compliance

Small Business Tax

Business Advisory

Whichever stage your business is at, we can help you take the next step

Enter the next phase of your business growth. We provide expert advice to help you understand where your business is heading and to get proactive about your financial health.

BUSINESS ADVISORY SERVICES

Business Planning

Business Debt & Restructuring

Business Funding

Business Due Diligence

Succession & Exit Planning

Corporate Secretarial Services

GET THE DIRECTION AND ADVICE YOU NEED

Bookkeeping

Let us do your bookkeeping, focus on your business

LET US LOOK AFTER YOUR BOOKS

We’ll do your bookkeeping, so that you can focus on other parts of the business that matter. We can do all your bookkeeping and you can do high priority tasks.

• Creating and sending invoices
• Payroll functions
• Bank reconciliations
• Receipts and payments
• Cashflow management
• Superannuation payments

 Business Asia

Associate Offices

We are proactively identifying services firm in Asia who share our values, are focussed in Small to Medium Enterprise Segment and have an in depth understanding of the business culture and business requirements in  Australia.

Business and People Connectivity

Our team at Zimsen Partners have accountants who arrived in Australia from Asia as international students, successfully completed their tertiary studies and settled in Australia.

Port Phillip Group is a chartered accounting and financial planning firm based on the Mornington Peninsula. We form genuine partnerships with our clients through innovative and practical business solutions.

About Us

Port Phillip Group is a chartered accounting and financial planning firm based in Mt Eliza.

Our Story

We are proudly one of the largest Chartered Accountants & Financial Planners situated in the Melbourne suburb of Mt Eliza, the gateway to the Mornington Peninsula. We are proud to have established a reputation for honesty, integrity, commitment and strong relationships amongst our national client base and the local community.

Our Vision

At Port Phillip Group we genuinely care for our clients, and we are passionate about helping them maximise their wealth. We provide our clients with expert assistance in maintaining a healthy business and are abreast of new software and technologies that can provide any business with a competitive edge.

Services

We offer the following business services.

Business & Taxation

With over 50 years combined experience and expertise in accounting and business services, Port Phillip Group can provide all Individual, Business and Superannuation Accounting and Financial needs.

Financial Planning

Eventus Wealth Management Pty Ltd ABN 62 134 958 642
Australian Financial Services Licensee & Life Insurance Broker
License Number 335815

Self Managed Super Fund

Port Phillip Group is one of the leading Self Managed Superannuation Fund practices in South EastMelbourne and the Mornington Peninsula.

With six experienced staff members having specialist qualifications in Self Managed Superannuation

there is always a highly qualified member of our team available to provide expert advice.

Corporate Secretarial

Port Phillip Group has provided corporate secretarial services for over 25 years.

We currently manage the corporate registers of over 400 entities and can provide expert advice and assistance to companies to ensure they meet all ASIC lodgment obligations more efficiently. We register and establish new Australian Companies, Trusts and Self Managed Superannuation Funds.

Other Business Services

Port Phillip Group’s primary goal is to generate growth for all of our local, interstate andinternational clients and to guide them to become more competitive, established and profitable.