Marmion

Over the past forty years we have been very successful in establishing  good working relationships with many West Australians.  At Prouse Family Accountants  we have the experience, knowledge and integrity to help you understand your tax situation to meet your financial needs.  We look forward to partnering with you on your journey.

Your Numbers Our Passion. Large enough to meet all your taxation needs. Small enough to know your name

Call us today on 08 92469055

Financial Planning

Wealth Creation

People go to financial advisers because they don’t have the time, knowledge or skills to manage their own finances. Often our financial life becomes complicated, and a good financial adviser can be a major asset when it comes to making the right long-term financial decisions.

An adviser should be licensed to provide advice or be the authorised licence holder

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Prepare and review your fund’s investment strategy taking into account your risk profile, income tax minimisation and estate planning preferences and possibilities.

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Assist you transferring your benefits from your existing superannuation funds or overseas pension accounts into your self managed superannuation fund.

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Help you minimise tax and maximise your superannuation contributions

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Arrange pensions and lump sum payments from your SMSF.

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Keep you informed of changes to relevant legislation and its impact on your self managed fund.