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PWA Financial Group Pty Ltd

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PWA Financial Group Pty Ltd

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Our Taxation & Accounting services include, but are by no means limited to:
General taxation advice
Structuring advice and assistance with setting up Companies and Trusts
Foreign tax matters
Fringe benefits tax (FBT)
Capital Gains Tax (CGT)
Small Business Concessions
Good and services tax (GST)
Payroll Tax
Business Activity Statements (BAS)
Cashflow management
Self Managed Superannuation Funds (SMSF)
Income Tax Returns

Financial Services:
Wealth Creation Strategies
Managed Funds and Master Trust Investments
Retirement Planning and Strategies
Self Managed Superannuation Funds
Rollover of Superannuation and Pension Commencements
Personal Risk Insurance

Business Advice:
Business Planning and Strategy,
Financial Management,
Marketing,
Information Technology,
Intellectual Property,
Human Resource Management,
Debtors Management,
Business Continuation,
Corporate Wills & Owners Agreements,
Management Skills and Processes, and
Business Exit Strategies.

History:

In 1979, Peter Wilson started a small accounting practice in Caloundra’s main street. Ulli Bendle joined Peter’s team in 1984 and shortly after became a partner. In 1997 the practice realised that their clients had a need for financial planning services and partnered with Professional Investment Services to provide this.

Peter retired from the practice in 2008. By this time, the practice had grown to have four partners and 20 staff and had relocated to larger premises on Baldwin Street.

On July 1, 2009 our name changed from Peter Wilson & Associates to PWA Financial Group to recognise the holistic service we offer which incorporates tax, financial planning, business advisory and personal insurance advice.

We realise that clients expect their Accountant and Financial Adviser to add real value to their business, investment and retirement plans and assist them in reaching their financial goals. At PWA Financial Group we offer friendly, personalised service from a dedicated team who are passionate about quality and ethics. We take the time to listen to our clients and pride ourselves on being approachable and to genuinely care for our clients. We provide comprehensive advice tailored to our client’s personal circumstances – and most importantly, provide advice which is explained in easy to understand language.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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