• Tax planning and structuring
• Pay-As-You-Go income tax instalments (PAYG)
• Goods and Services Tax (GST)
• Capital Gains Tax
• Financial Statements
• Superannuation
• Preparation of income tax returns individual, trusts, partnerships, companies and self managed superannuation funds)
• Business Activity Statements (BAS)
• Deceased estates
• Rental Properties
• Expatriates and foreign income

Business Advisory Services
Wendy Town can assist you to expand your existing business or to explore new business ideas by setting objectives and achieving them. Examples of key business advisory services provided but are not limited include;

• Starting a business
• Facilitate registration of company
• Preparation of application for Australian Business Number (ABN) and Tax File Number (TFN)
• Cash flow management
• Business planning, development and direction
• Budgeting and Forecasts
• Advise on government regulation
• Succession planning
• Taking ownership of your accounting records
• Bookkeeping services – MYOB

Superannuation

• Facilitate the application for a Trust Deed for a Self Managed Superannuation Fund
• Prepare application for Australian Business Number and Tax File Number
• Preparation of all mandatory documents in accordance with SIS Regulations, including financial statements, minutes of meetings of Trustees, member statements
• Arrange for annual audit of Self Managed Superannuation Fund by a registered independent auditor

Financial Planning

PIS has appointed Wendy Town as an Authorised Representative to provide the following services on behalf of PIS

• Financial Planning
• Retirement Planning
• Superannuation
• Personal Insurance Services

Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Services License holder, has one of the largest networks of accountants, financial advisers and life insurance brokers in Australia. Professional Investment Services offers a broad range of financial and business development services that are backed by our ongoing support and expertise.

Our size, skills and success enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that we are a progressive company in the ever-evolving financial services profession.

Professional Investment Services Pty Ltd Australian Financial Services License holder No. 234951. PIS is authorised to carry on a financial services business, including the provision of financial product.

AFSL No. 234951 | ABN 11 074 608 558

PIS has appointed Wendy Town of Wendy Town Accounting Services as an Authorised Representative to provide financial services on behalf of Professional Investment Services.

PIS Website | Click here for FSG and Privacy Policy [PDF] | Click here for complaints information

Professional Investment Services Head Office address
Level 14, Corporate Centre One
Cnr Bundall Rd & Slatyer Ave
Bundall QLD 4217