Wealth Management.

Investment Advisory

With our experience, understanding the market and listening to our clients, we thoroughly know our client needs. We will help clients to define investment strategies suitable for their goals and provide them with assistance to make informed investment choices.

At Helen Mitropoulos Tax & Business Advisory, our team provides comprehensive wealth management advice, including:

• Cash Flow Management
• Tax Efficiency
• Asset Allocation and Protection
• Investment Management and Strategy
• Portfolio Management
• Superannuation & Retirement Planning
• Insurance & Risk Management
• Estate Planning

Retirement and Superannuation

Superannuation/Retirement is a complex area with the constant changes of policies. After assessing the available opportunities for you, we will advise you the most effective tax solution. The administration and compliance factors can be taken into account.

We have a wide range of retirement and superannuation services including:

• Establishment of SMSF
• Administration services
• Compliance of your SMSF
• Accounting and taxation required for your SMSF
• Reporting and pension administration
• Annual independent auditing
• SMSF Borrowing – Limited Recourse Loan Arrangements
• Changes of Trustee/Member
• Commencement of a SMSF pension

Self-Managed Super Funds

Self-managed super funds (SMSFs) give you more control over your super and retirement planning. However, they are governed by complex rules and regulations. As a professional, experienced, and unbiased service provider, we ensure your SMSFs will meet obligation and remain compliant.

There are various self-managed super fund services that we provide:

• The establishment of SMSFs
• Financial statement and tax return preparation
• Pension commencement and consolidation
• Contribution strategies
• Lump sum withdrawals
• SMSF wind up
• SMSF trust deed updates
• Compliance advice