Accounting, Administration & Custodial Services (AA&CS) is part of the Phillips Family Office – it’s our boutique accounting service tailored towards implementing your financial planning strategies. This is a specialised field and we enjoy an in depth understanding of the intricacies to achieve your objectives.
We specialise in:
- Taxation Planning & strategies – we work in consultation with your financial advisor to design and implement tax effective strategies
- Superannuation and Self Managed Funds – leverage opportunities for growth or tax minimisation
- Monitoring investment strategies – we provide purpose-driven data so we can assist you to stay on track or take timely action
- Business & Strategy reporting – we provide full reporting on all investments and recommendations of adjustments where necessary
- Funding comparisons – our task is to monitor your plans and advise if they are in line with your objectives in a dynamic world
- Accounting and Bookkeeping – we offer accounting & bookkeeping services designed so all deductions and benefits can be claimed in line with your wealth creation strategies
The key is assisting our clients to succeed is our close relationship with the financial advisory community. Although we operate at “arms length” and provide full disclosure and transparency, we have an excellent working knowledge of the industries requirements. In comparison, other practices run a broader range of services and this lack of expertise can frustrate or compromise your implementation plans.