Focus Partners

Chartered accountants and financial planners in Albury Wodonga

Focus Partners brings chartered accountants and financial planners to Albury Wodonga and the surrounding parts of New South Wales and Victoria. It offers taxation advice, accounting, superannuation, retirement planning and business services. The firm describes its work as a complete financial service that goes beyond compliance and into planning for what a client wants to achieve.

Tax returns, activity statements and compliance

The taxation side covers preparing returns for clients, along with the financial statements and activity statements that go with them. The firm says its advice is not limited to lodging these documents, and that it can help clients with the tax questions that sit around their business and personal finances.

Advice across the whole life of a business

Business advisory services combine traditional accounting with professional advice and planning. Its advice runs across the whole life of a business, including the eventual sale or retirement of its owners. Its site frames this as strategic support for growing a business and running it more efficiently.

A needs analysis at the first meeting

The firm offers a complimentary one-hour meeting in which it runs a needs analysis review. The review covers the client's key business concerns, personal matters such as a will, and goals such as holidays and leisure. The firm then sets out how it can help the client meet those goals, which it presents as the starting point for any engagement.

Superannuation and retirement planning

Superannuation advice includes self-managed superannuation funds, and retirement planning covers the long-term goals a client sets. The site describes its retirement work as giving clients more control over their retirement without unnecessary compliance burdens.

Tools, guides and articles

The firm publishes free tools for loans, investments and retirement planning, along with articles and guides that explain financial decisions in plain language. Its guides include tax deductions arranged by job and by industry, which clients can use to check what they may claim.