At Pola & Co we aim to complete and lodge your Tax Return on the day you come in to have your return completed.
We ensure that your deductions are maximised for the current financial year, and provide further advice on future year returns to maximise further deductions not yet being claimed – or advice should your work conditions be changing in the foreseeable future
Self Managed Super Funds
At Pola & Co we believe that Self Managed Superfunds are a great way of enabling you to be in the “Drivers Seat” of your financial destiny.
Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining benefits, and control administration costs.
Superannution law is a delicate area and personalised planning is required for each individual. At Pola & Co we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.
Services we offer include:
Services we offer include:
Capital Gains Tax Advice
Have you recently inherited a house (or an asset) and are concerned about Capital Gains Tax? Are you concerned about tax issues for giving cash/asset’s as gifts?
If you are concerned by any of these questions, or other areas not mentioned here, please come in and speak to a Tax Specialist here at Pola & Co. As we will be able to clarify your concerns, and have you move forward making informed decisions.
Have you recently lost a loved one, and unsure of what needs to happen next? At Pola & Co we can take this burden off your shoulders whilst you go through this difficult time.
Should there need to be any liaison with the Solicitor and or Financial Planner, we will ensure that this process is seamless as possible and that all matters are resolved quickly.
Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.
Our firm is not licensed to provide financial planning services however we have a joint venture arrangement with a reputable financial planning group who are available to service all your financial needs
Is your current Mortgage rate competitive? Have you recently done a review of your current mortgage rate and compared it to other financial and non-financial banks? Do you currently have any loans (both investment, personal or business) that you feel the interest rate might be high…or do you even know if it is high?
If these questions are confronting, then you should come in and speak to us at Pola & Co on how we can help. Through our relationship with an onsite Mortgage Broker (First 4 Finance), they will be able to give you advice on whether there is a better rate in the market that you can leverage and save money.