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)
.
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 Management 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
Auditing
- Self Managed Super Fund Auditing
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.