Financial Services NSW

Financial Services NSW Mortgage planning, Accounting, Home Loans, Investment & Construction Loan, Motor Vehicle, Boat & Equ

03/06/2026

Buying a business? The broker's reports mean nothing if the numbers don't stack up.

We've seen clients push ahead and end up in losses for nearly a year because the sales were never actually there.

Get your accountant to check the financials, the returns, the BAS — and always ask for the bank statements to match.

01/06/2026

Offset account vs redraw — they are NOT the same thing, and mixing them up on an investment property could cost you thousands in lost tax deductions.

Put your spare cash in the offset. Not the redraw. Ever.

28/05/2026

Client bought a house and land package we referred them to for $686K. Total cost with stamp duty and legals around $700K.

That same property is now worth $1.1M 📈

Even after CGT, they're still hundreds of thousands ahead. Economic ups and downs will always exist but the right purchase at the right time still builds real wealth.

This is general information only and not financial advice. Past performance is not a guarantee of future results 👇

📱 0404 229 614
📧 [email protected]

26/05/2026

Are we using AI in our practice? Yes and no.

We use it through a separate browser to help tidy up emails and templates nothing more.

No integrations, no data access, no client information going anywhere near it. Security comes first.

24/05/2026

You don't have to buy commercial property in your SMSF.

Residential is absolutely on the table most people assume it's commercial only, but that's not the case.

The rules around who can use it are strict, but the option is there.

And yes negative gearing still applies ! A SMSF is not affected

21/05/2026

Tax agents KPI tracking by the ATO to have a minimum of 85% of your clients being up to date

21/05/2026

Helped a client go from juggling multiple repayments to just one, less stress, more cash flow each month 💸

That's the power of debt consolidation done right.

If you're drowning in repayments, let's talk 👇
📱 0404 229 614
📧 [email protected]

20/05/2026

I dont think Investors will just start dumping homes on the market

14/05/2026

Look, not everything in the new tax reforms is bad news. At least one change is finally putting a stop to over-structuring pushing clients into complex setups they never needed in the first place. For the cases that apply.

12/05/2026

Tax Changes from the budget Announcement!

Address

Level 14/153 Macquarie Street, Parramatta
North Parramatta, NSW
2150

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61278018071

Website

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