Knightstone Financial Services

Accounting, tax and planning for Melbourne clients

Knightstone Accountants & Business Advisers is a practice in Melbourne, Australia, offering accounting, tax and financial planning services. The firm has more than twenty years of experience in financial services and serves sole traders, small and medium companies, and private individuals. its website says it works with clarity, transparency and forward-thinking advice.

Tax returns and business compliance

Personal and business tax returns are prepared, with advice on current legislation. For companies, trusts and partnerships, the firm handles company returns, ASIC submissions, business activity statement lodgement and company reporting, along with the wider compliance obligations of each structure. The firm says it keeps up with current legislation, so that clients' returns reflect the rules in force. It also offers outsourced bookkeeping, so that owners do not have to spend their time on purchase receipts, sales records and accounting entries.

Self-managed super and financial planning

The firm sets up and advises on self-managed superannuation funds, including funds that buy property or hold other investments for retirement. Financial planning covers personal, family, retirement and estate planning, arranged so that a client's affairs are managed in a tax-efficient way. The firm says its advisers help clients set goals and then work with them to reach those goals. It also says funds differ widely in performance, so it advises on which arrangement suits a client's situation.

Insurance and business set-up

Financial advisers arrange life cover, TPD cover and income protection insurance. The firm's website says the firm is affiliated with insurers it describes as reputable in Australia, and that it can broker policies for clients. The firm also helps with starting a business. It says owners want outlay kept low and output high, and it aims its business work at that, covering needs from IT projects and website development to email campaigns.