Services

What we offer

Financial Planning
  • Investment Planning and Retirement Planning
  • Wealth Creation and Management
  • Estate Planning
  • Portfolio Review and Maintenance of Established Portfolios
  • Superannuation, including Self – Managed Super Funds (SMSFs)

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Tax & Accounting
  • Income Tax Returns – Preparation and submission for Individuals, Companies, Partnerships, Sole Traders, Trusts and SMSFs
  • Setting up Specialised Tax Structures
  • Advise on Tax Effective Strategies
  • GST/BAS/IAS Returns
  • Company, Trust and Self Managed Super Fund Formations
  • Bookkeeping
  • Preparation of Financial Statements
  • Income Tax Variations
  • Business Plans and Advice
Guidance in Lending
  • Home Loans
  • Business Loans and Equipment Finance Lease
  • Motor Vehicle, Hire Purchase & Chattel Mortgages
  • Loan Restructure
  • Refinancing
  • Self Managed Super Fund Lending
  • Debt┬áManagement and Gearing strategies
Property Consultation
  • First home buyer, investment property and business investments
  • Property Research
  • Depreciation and growth forecasting
  • Access to residential stock
Insurance
  • Shareholder Protection Business Succession Insurance
  • Key Person Insurance
  • Business Expense Insurance
  • Income Protection/ Salary Continuance
  • Life Insurance
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Auditing
  • Self Managed Super Fund Auditing
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Other Services
  • Aged Care Planning
  • Information Seminars

Please be advised that Millennium3 Financial Services Pty Ltd is only responsible for services and advice in relation to Financial Planning and Insurance.