Tax & Accounting
The Australian business environment is one of the most complex in the world. Unfortunately, there is no shortcut. At Sage Business Group, we aim to thoroughly understand your business and personal needs as well as your goals in order to achieve the best possible solution tailored to suit you, your family and your future.
We are committed to sharing our knowledge to assist in educating you and your key personnel in meeting the constant demands of taxation and business in general. This comes from our regular client communications, training seminars, workshops and one on one consultations.
At Sage Business Group we understand that business is personal and we treat it that way. Running a business requires a team with a unique blend of dedication and experience. The team at Sage Business Group are Business Development Specialists, whose focus is on delivering best practice financial management systems to produce innovative client focused services. We pride ourselves on being reliable, approachable, and proactive accountants, business coaches, tax planners and management consultants. Our flexibility and adaptability ensure we help you get the best results and get you to where you want to be in life.
We extend beyond our core services in tax and accounting and work alongside you to help you succeed. We assist in managing every aspect of your business as we establish a one-on-one relationship with each of our clients, our advice is tailor made for your business. Our aim is to see you succeed by guiding you to; grow your business, expand your sales, increase your profits, motivate your team, and lift your market profile.
Wealth & Investment Solutions
Achieving financial security means different things to different people. Effective, long term wealth creation depends on your age, financial position, personal circumstances and objectives. At Sage Business Group we want to work closely with you on your journey to ensure your assets are safe and your goals are realised.
Our dedicated professionals will provide you with the highest quality of financial advice and guidance. We recognise that every investors interests are unique to their personal circumstances and we will tailor a wealth management strategy to suit your individual needs.
To maximise your wealth creation potential, we review the effectiveness of your overall financial structure, focusing on ;
- Tax effectiveness
- Investment Management
- Cash Flow Management
- Asset Allocation
- Potential Risks
Operating under an approved AFSL licence Sage Business Group provides a range of solutions for your financial planning needs.
Our services include:
- Preparation of thorough financial plans tailored to your requirements
- Superannuation & Rollover assistance
- Advice on the purchase of managed funds,
shares & other investments
- Existing portfolio reviews
- Amalgamation of superannuation funds
- Savings & Investment programs
- Life & TPD Insurance
- Income Protection Insurance
- Transition to retirement strategies
- Ready for retirement assessments
Together with our business partners, Sage Business Group is also dedicated to servicing our clients’ requirements in the areas of Risk and General Insurance. We can tailor an insurance program to protect your business assets and liabilities in the following areas, but not limited to: Business,Retail,Office, Industrial Special Risks, Farm Insurance, Viticulture, Public & Products Liability, Marine, Motor / Motor Fleets / Truck Fleets, Professional Indemnity/ Directors & Officers Liability, Contract Works, WorkCover.
The Superannuation Division of Sage Business Group has over 15 years experience in the Self Managed Superannuation Fund Industry. We can ensure that the setup, operation and compliance matters of the Self Managed Superannuation Fund (SMSF) are simple and hassle free. We take care of the administration and deal with the ever changing Government regulations for you, leaving you free to focus on growing your Superannuation investment to the level you require for retirement.
We can also work with you to develop financial strategies for increasing your superannuation wealth, leaving you with more for retirement.
- Seminars to educate you in SMSF
- One on One consultations to assess your SMSF Needs Analysis
- Tax Planning Strategies to grow your wealth through SMSF
- Transition to Retirement Strategies
- Contribution and Investments Strategies
- Administration and Establishment of SMSF
- Preparation of Accounts, Members Statements and Taxation Returns and Audit of the Fund Accounts
- Assistance with lump sum payments
- Assistance with the establishment and administration of pension payments
These superannuation services are complemented by our financial planning team who can provide specific investment advice to ensure all your superannuation needs are met.
McMahon Osborne Super Strategies Pty Ltd ACN 600547699 is a Corporate Authorised Representative (CAR 124 1531) of SMSF Advisers Network Pty Ltd ABN 64155907681 (AFSL 430062)