What we can
do for you
Whether you want to build a new business, protect your assets, or find tax-effective strategies that will help you realise your goals, we have all of your financial and lifestyle bases covered.
CONSULTING ACCOUNTANTS
We can assist you with all your financial needs, and more. At David McSweeney Financial we’re so much more than just accountants. We have the knowledge, experience, passion and expertise to focus holistically on you and your business, providing insights and solutions to critical issues.
We give advice on strategic planning that is essential to the effective structuring of both your business and personal affairs, enabling you to implement growth strategies, taxation planning, asset protection and wealth management.
TAXATION PLANNING
Choosing the right tax consultant is an important decision, influenced by factors including technical knowledge, international and domestic experience, networks, and an ability to deliver sound practical advice. David McSweeney Financial has built a strong reputation for providing all of this and more.
We can comprehensively overview both your personal and professional financial situation. We understand the complications of legislative change and its impact on your investment and business decisions. With a depth of experience over a broad range of industry sectors, and advice backed by specialists, our service is of the highest quality.
SUPERANNUATION
Superannuation is one of the best wealth creation strategies available, regardless of your means, and is central to planning your financial future. Not only does it provide an effective tax-free environment in your retirement, it offers a raft of taxation and savings benefits that may have positive implications for future investments.
We have a comprehensive understanding of the complexity of the rules and regulations surrounding superannuation. We will ensure you comply with the legislation, maximise you tax benefits, and help you create long-term wealth.
We have specialists in all areas required to operate Self-Managed Super Funds, to ensure it is as seamless for you as possible. We also have expansive knowledge of the administration and taxation of Self Managed Superannuation Funds (SMSF) and are experienced in providing comprehensive and effective audit services that support trustees in complying with the complex requirements of the law.
WEALTH CREATION
The key to financial security is planning for the future. Good investment advice requires experience and research, a deep understanding of your business and lifestyle goals, and your tolerance for investment risk.
Our alliance with qualified financial advisors takes a disciplined approach to investment management. We are committed to understanding your needs, and implementing appropriate strategies that will help secure your financial independence.
Our financial plans take into account your current circumstances and future goals. Our advisors will help manage your income and expenditure, investing in ways that will secure your financial freedom, while minimising tax and helping improve your cash flow.
RETIREMENT PLANNING
From protecting your estate, to having insurances that will protect you and your family in the event of the unexpected, peace of mind is priceless.
We work seamlessly with estate planning solicitors to ensure that your retirement and estate plans are executed with only the very best advice.
We understand it can be difficult deciding the right path to take for your financial security, and we’re here to guide you every step of the way. We also specialise in implementing and administering individual and corporate salary continuance and life insurance programs.
