(02) 9387 4300 , Level 16, Westfield Tower 2, 101 Grafton Street, Bondi Junction NSW 2022 AUSTRALIA
Services

Wealth Creation

It’s never too early—or too late—to begin wealth planning. Sound strategic planning and financial advice enables a smooth transition throughout the various phases of your life and should be a sensible, easy to follow process which over the long term will provide you with financial independence.

 

It is important that you understand how a myriad of issues such as taxation, legislation, protecting your wealth and assets, associated costs and the inherent risks of investments will impact on you and what you should expect over time.

 

Effective wealth creation strategies are implemented after careful consideration of your current financial situation and after a detailed analysis of your assets and liabilities, cash flow, attitude to risk and specific long-term financial goals.

We can assist you with a range of services including:

Tax effectiveness refers to overall tax function and how it is aligned with a comprehensive business strategy. It covers the areas of tax accounting, planning, financial reporting, compliance and overall effectiveness.

Oracle Partner’s tax effectiveness service can help you improve the performance of your tax planning, tax accounting and financial reporting. Minimisation of income tax is a part of your wealth creation strategy. Let Oracle Partners assist you in assessing and improving all areas of your tax effectiveness, from planning and accounting to financial reporting and compliance.

Quality investment management is key to long-term wealth building. The Oracle team works with the right specialists and partners to assist you in planning and building your investment portfolio with services that include asset selection, stock selection, plan implementation and ongoing monitoring of investments to ensure your financial growth and stability.

As your wealth increases and your personal finances become more complex, managing income can feel like a full-time job. Oracle partners will help you maximise your cash through returns from short-term holdings while making sure investment costs are covered and cash is available to fund your lifestyle and new investment opportunities.

If you’re looking to minimise risk and maximise returns, asset allocation is the place to start. Asset allocation is simply the way a managed fund combines different kinds of assets to create a diversified portfolio; this can have a huge impact on both investment performance and risk. We work with qualified specialists and strategic partners that can assist in all of these crucial financial areas.

Planning to protect your assets is paramount to preventing headaches and the loss of wealth in the future. Oracle Partners’ risk management strategy will help you and your business with structuring your assets, liabilities and business risks in a way that minimises overall risk.


Superannuation

The SMSF, or Self-Managed Super Fund, is a type of superannuation fund that offers holders more control over their retirement income than other options (such as retail or industry super funds). SMSFs offer a broader range of investment choices as well as more user control.

 

Navigating retirement and wealth creation strategies can seem overwhelming, but Oracle Partners keeps your best interests at heart. We will help you with all the details of investing in a SMSF, including meeting requirements, investment strategies, tax implications, and how to will benefits to dependents.

 

Oracle Partners provides comprehensive administration; accounting and taxation services for self-managed superannuation funds.

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CONTACT INFORMATION

Level 16, Westfield Tower 2, 101 Grafton Street,
Bondi Junction NSW 2022

02 9387 4300

gpapas@oraclepartners.com.au