Paul Money Partners
65 Main Street, Greensborough, Victoria, Australia
About Paul Money Partners
Welcome to Paul Money Partners, your trusted institution for accounting, establishment, and finance services located at 65 Main Street, Greensborough, Australia. We specialize in providing strategic advice on superannuation, including the establishment, compliance, and administration of an SMSF (Self-Managed Superannuation Fund). Whether you are still working or have already retired, we are here to help you take control of your retirement strategy.
Our experienced practitioners offer specialist and proactive advice to SMEs (Small and Medium Enterprises) and their owners on business management, asset protection, taxation, and compliance. We strive to be your trusted advisor, assisting you in making informed decisions for your business and personal finances.
At Paul Money Partners, our dedicated team can facilitate financial advice, wealth management services, personal risk analysis, and borrowing arrangements tailored to your specific needs and objectives. We have a separate legal entity with the appropriate financial license to ensure the highest level of service.
We work closely with our clients and their bookkeepers to provide high-quality financial information, accommodating off-the-shelf accounting packages. Our cost-effective approach helps you efficiently process your business transactions. From your records, we prepare financial statements in a format that satisfies shareholders, bankers, prospective investors, or potential buyers. We also assist you in complying with major regulators such as ASIC, the ATO, and SRO.
Beyond compliance work, we build strong relationships with our clients, offering assistance with budgeting, cash flows, and documented business plans. We collaborate with your bankers and other finance providers, drawing from our substantial experience in dealing with common issues faced by SME owners and managers. Your success is our priority, and we are here to support you every step of the way.
When it comes to structuring your business and investments, we carefully consider your objectives to determine the most suitable arrangements. We can provide expert advice on setting up companies, trusts, and joint ventures, as well as protecting your assets through shareholder agreements, buy/sell agreements, and personal risk insurance.
For those planning for retirement, we emphasize the benefits of conducting an SMSF with a zero or even negative tax rate. With an SMSF, you have the flexibility to determine the regularity of pension drawdowns and make quick changes to your arrangements. We can provide specific advice tailored to your circumstances, ensuring you make the most of your retirement savings.
As specialists in income tax issues for SMEs and individuals, we have extensive experience and expertise in dealing with complex taxation matters. Our services range from preparation and lodgement of tax returns to managing complex audits. We provide advice on compliance with taxation laws and regulations, helping you minimize risks and costs. Feel free to reach out to us for personalized assistance.
Testimonials from our satisfied clients speak volumes about our commitment to excellence. Paul Money, our founder and integral part of the company since 1999, has guided numerous businesses and individuals to financial success. His trustworthy values, genuine concerns, and exceptional communication skills make him an invaluable asset to our clients.
To get started, simply fill out the form on our website and press submit. We will get back to you within 1-2 business days. Visit us at our Greensborough location on the first floor of 65 Main Street or contact us at (03) 9435 4066. We also have an office at 25 Wellington Street, Collingwood, reachable at (03) 8566 7600.
Choose Paul Money Partners for all your accounting, establishment, and financial needs. Let us help you achieve your goals and secure a prosperous future.
65 Main St, Greensborough VIC 3088, Australia
Opening hours of Paul Money Partners
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
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