Experience dictates that the ability to successfully grow a business is tied to the provision of timely, reliable and easily understood financial reporting. Even more critical is authoritative analysis to sit alongside and complement financial reporting.
Why is financial reporting important? Put simply, if capital is the engine of a business, then information is the oil that keeps the engine running smoothly. Providing timely and accurate information on which sound investment decisions can be made is the best way to allocate capital.
Johnson Partners provides clients with a range of financial reporting services to help clients understand their business. Importantly, we also provide the necessary analysis to help clients improve the performance of their business.
Accounting and business services
Financial statements
Business planning & structuring
Cash flow management
Acquisitions/disposals
Succession planning
McDonald’s franchise specialists
Ownership issues
Business start-ups
Business advice
Corporate secretarial
Sourcing and restructuring finance
Finance
Successful Businesses and Individuals require funding solutions in order to grow their business and personal wealth.
Having an intimate knowledge of our clients’ overall financial and taxation affairs means that you will always have the optimal finance solution in place. Better still is that your accounting partner will liaise on your behalf in order to ensure your needs are met.
At Johnson Partners we take the worry out of sourcing the appropriate finance solutions by providing access to Independent finance experts. We will select the right finance option depending and match your needs to the right Independent finance professionals.
Superannuation & Retirement Services
We all dream of a comfortable retirement, yet most people don’t properly understand the significant financial benefits that can be secured by a comprehensive understanding of Australia’s complex superannuation system.
Retirement planning is a central element of any financial plan. Yet too many people only consider their needs in retirement when close to retirement age. A sound retirement plan can help you to prepare for your retirement, generate retirement wealth, secure your assets, and maximise benefits and minimise tax through a thorough understanding of the social security and superannuation systems.
Johnson Partners’ approach to superannuation and retirement is relatively simple; apply a rigorous understanding of superannuation and taxation law to ensure that when you retire, you can lead the sort of lifestyle that you want, without paying more tax than you need to in the process.
Superannuation and retirement services
Retirement Planning/Structuring
Retirement Strategies including Transition to Retirement
Self Managed Super Funds
Fund Set-up
Compliance
Audit
Tax
Administration
Investment Strategy
Investment Management
Taxation Services
Taxation law is extraordinarily complex. In fact, taxation legislation, rulings and related materials run to well over 10,000 pages of complex and sometimes inconsistent provisions and decisions.
It therefore makes sense that structuring personal and business taxation affairs in the efficient manner possible requires assistance from a group that intimately understands personal and business tax planning and compliance.
Tax law is constantly evolving and the challenge for taxation practitioners is to respond swiftly to these changes. Johnson Partners properly understands the myriad complexities of Australia’s taxation system and how to best structure personal and corporate taxation affairs in a way that delivers the greatest potential for wealth accumulation.
Taxation services
Compliance
Structuring/re-structuring
Tax effective strategies & planning
Statutory registrations
Tax advice
GST advice
FBT advice
CGT advice
Property Investment
Property can be a very complex asset class.
At Johnson Partners we have access to experienced advisers in all facets of property investment eg.
Buyers Advocacy Services
Real Estate Agents
Construction Contractors
Property Syndication
Property Lawyers
Architects
Town Planning Advisers
Please call us to discuss whether we can assist you with any property matters.
The successful creation and management of wealth requires specialist advice that is based on technical expertise and a thorough understanding of financial markets. Even more importantly however, it requires a level of knowledge borne of hands-on experience over many years.
In conjunction with your Financial Advice Specialist we take time to truly understand our clients’ unique circumstances and requirements. Each client is different, so the recommendations we put forward are as varied as the clients we work with.
With most clients however, our primary objective is to assist them to create, retain and build personal and business wealth, a process that usually involves building an understanding of:
where you are now
where you want to be in the future, and
the best way to get you there.
An integral part of our approach involves building a comprehensive understanding of:
your personal needs, objectives and value drivers
in the case of business owners, how your business works, and
what your personal and professional motivations are.
This involves building a high level of trust, transparency and mutual understanding with our clients. We are proud of the close, long term relationships we have built with clients over many years. More importantly however, we are proud of our reputation for delivering results.
Wealth creation, management and protection
Superannuation structures
Investment strategies
Corporate superannuation
Estate planning
Portfolio management
Negative gearing
Sharemarket investment
Personal and business insurances
Retirement Planning
Financial Services is an integral part of our service offering to clients at all levels. A streamlined link between financial services provider and accountant is of such an advantage to clients seeking peace of mind in relation to their investment and retirement planning.
With the rapid growth in Self Managed Superannuation our Superannuation Division has evolved into a specialist service offering a holistic approach. The need for sound retirement planning, adequate insurance coverage and competitive debt financing are integral to our aim of increasing and protecting our clients wealth.
PIS as the holder of an Australian Financial Services Licence (No 234951) is authorised to, and carries on a financial services business which includes the provision of financial product advice and dealing in financial products.
The Financial Services division has 2 Authorised Representatives of Professional Investment Services Pty Ltd (PIS), Australia’s largest non Institutional dealer group.
JP Wealth Management has engaged Professional Investment Services Pty Ltd to provide financial planning services through PIS authorised representatives. Our services cover all areas of financial planning, and we specialise in the management of self managed super funds. Advisers at JP Wealth Management work hand in hand with your accountants on a daily basis since the provision of taxation and Self Managed Superannuation services are intertwined.
Professional Investment Services Pty Ltd Level 14. Corporate Centre Cnr Bundall Road and Slatyer Ave Bundall QLD 4217 Holder of Australian Financial Services Licence No. 234951 ABN: 11074 608 558 Email address: info@profinvest.com.au HO Telephone number :07 5574 0244 www.profinvest.com.au
To Download a Financial Services Guide and Privacy Policy click here. For information on lodging a complaint click here.
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
It makes sense that those individuals who have had the ability and foresight to build substantial levels of wealth require highly-tailored, specific and ongoing advice to ensure that their wealth is not only retained, but built upon.
JP Wealth Management offers a comprehensive range of services to private clients, from record keeping to taxation advice and estate planning. The areas where we provide assistance are limited only by the unique circumstances that many of our private clients face.
Experience dictates that the ability to successfully grow a business is tied to the provision of timely, reliable and easily understood financial reporting. Even more critical is authoritative analysis to sit alongside and complement financial reporting.
