Lead Advisory Group
About the Business
Welcome to Lead Advisory Group, your trusted accounting and finance institution located in Bendigo, Australia. We are conveniently situated at 32 Garsed Street, offering expert advice and services to businesses and individuals in the area.
At Lead Advisory Group, we understand that every business is unique. That's why we establish a personalized one-on-one relationship with each of our clients, ensuring that our advice is tailored specifically to your business needs. Whether you require assistance with tax and accounting, self-managed superannuation funds, lending, insurance, or more, our flexible and adaptable approach guarantees that you receive the best results.
We take pride in taking care of your financial matters while you focus on growing your business. Compliance can be complex and time-consuming, which is why we are here to handle all your tax and accounting needs. Our highly-qualified accountants will take the time to understand how your company operates, allowing us to offer the best advice and support. As one of the leading providers of financial services in Bendigo, you can trust us to deliver exceptional service and build strong relationships.
Bookkeeping and accounting can be burdensome tasks, but we've got you covered. Our team will take care of your bookkeeping needs, including end-of-year processes, ensuring that your finances are in order. Additionally, our fully managed payroll service guarantees that you meet all statutory deadlines and comply with relevant tax and employment laws.
Choosing the right structure for your business is crucial, and our experts will guide you through the process. We can help you prepare a business plan, set up cash flow projections, insurance, and systems, ensuring that you have a solid foundation for success. Furthermore, we specialize in designing budgets that align with your cash flow forecasts and future goals.
Curious about how your business compares to competitors in Bendigo and beyond? Our accountants are here to provide you with valuable insights. We also offer support in dealing with ATO audits or disputes, ensuring the best possible outcome with minimal hassle.
If you're buying or selling a business, our experience in similar situations can help you make informed decisions. We provide accurate cash flow forecasting reports, enabling you to plan for expansion, stock control, expenses, and taxes. With clear goals and a structured plan, you can have peace of mind knowing that your money is working as hard as you are.
Our Bendigo accountants stay up to date with the ever-changing world of tax law, ensuring that all your GST and FBT obligations are met. We also establish strategic plans that look ahead to where you want your business to be in 3-5 years and provide strategies to address relevant issues and enhance competitiveness and profitability.
At Lead Advisory Group, we offer a comprehensive range of tax, financial planning, and accounting services to businesses and individuals in the Bendigo area. Our chartered tax accountants provide up-to-date advice based on proven strategies, building strong relationships with our clients.
Tax can be a significant cost, but we work closely with you to minimize your tax liability. Our team can assist with income tax returns for all entity types, including personal tax returns, partnerships, self-managed superannuation funds, trusts, and private companies. We also handle GST/FBT obligations, offer advice on tax-effective trust structures for asset protection and tax minimization, and manage any ATO audits or disputes.
If you've noticed that your tax refunds have become smaller, you're not alone. As a nation heavily reliant on personal and corporate income tax, Australians expect larger returns. However, there have been changes that affect the size of refunds, and we are here to explain and navigate this for you.
When you're ready to start the conversation about growing and protecting your future, don't hesitate to reach out to our team of financial planners, accountants, and administrators. We are here to help you every step of the way. The next move is yours...
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Location & Phone number
32 Garsed Street, Bendigo, Victoria 3550, Australia
Hours open
Monday:
8:45 AM - 5:15 PM
Tuesday:
8:45 AM - 5:15 PM
Wednesday:
8:45 AM - 5:15 PM
Thursday:
8:45 AM - 5:15 PM
Friday:
8:45 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I was really glad that I had Allan Underwood's experience in real estate, in addition to his expertise liaising with different lenders to assist me in successfully obtaining finance as a single person and to top that off, I got a dual zoning property (residential/commercial) which are hard to get approved! There was some strategy involved, as well as a lot of patience! Allan was very understanding and encouraging, especially when I was becoming disheartened whenever I would be outbid by another buyer. Allan was able to answer all my questions and update me with information so I was kept in the loop as much as possible, and understand the process. I was really grateful that Allan could liaise with the Conveyancer and Real Estate Agent in the end which was very helpful."
"Thank you Alan for changing our families lives for the better. You were realistic, clear and always happy to help. You assisted and persisted despite the challenges of our situation. Can't really find the words to describe how grateful we are. I hope to be able to repay you some day for all you did and for making the financial process an absolute pleasure."
"Allan went above and beyond to assist with the process of my mortgage. It wasn't an easy process, but he never gave up. Couldn't recommend him enough!!"
"Allan went above and beyond to help us with our first home loan. We had many hoops and barriers to get through....but not only did he get us approved but we found our dream home! 100% recommend Allan to any first home buyers or anyone with borrowing needs - excellent communicator and strong people skills-the list goes on & on! Thank you Allan and your team!!"
"Incredibly thorough and accomodating. Allan worked with me to ensure I was perfectly positioned to secure the best possible deal for all of our requirements!! Not only are we now saving on monthly repayments, but have purchased a new car, caravan and will be renovating as well!!! Can’t thank Allan and the team at Lead Lending enough."
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