Advice
Our wealth management team will work with you to help you achieve your idea of Financial Freedom.
Making your Super a priority
Next to owning a home, for many people superannuation will likely become their biggest asset. It’s never too early or too late to think about your superannuation.
Whether you need help consolidating your super accounts, a strategy around your superannuation contributions or support setting up and administering a Self Managed Super Fund (SMSF), at Stature we’ll work with you to find the best strategy to meet your needs for now and in retirement.
Planning ahead for retirement
With strategies tailored specifically to your circumstances, Stature can help you plan a smooth transition, and ensure that you’re making the most of your assets leading into and after retirement.
Maximising your returns for the future
In partnership with you, we can help grow your wealth to meet your income goals. We identify the level of risk that you are most comfortable with and use that information to deliver to you the right advice, to help you achieve your financial goals, both now and in the future.
Being prepared for the unexpected
Stature can help you be prepared for the unexpected events in life.
There are many different types of insurance, and each person and family will have different requirements. We can help you navigate this intricate and important aspect of securing your financial future, giving you peace of mind that you and your family will be protected if something unexpected occurs.
Aged care & social security
We can help you make important decisions about the costs and care requirements for you and your loved ones. The rules that apply to accessing aged care services can be complex and confusing. We can help unravel what can be seen as a series of confusing issues in dealing with Government agencies and private health care institutions.
Ensuring your loved ones are looked after
For many people, providing for their loved ones is an important part of their financial goals. This is usually the case for those with children, particularly if they are dependent in the case of minors or have family with special needs. It also applies to those business owners that want to pass on the family business to the next generation.
Stature can help you with advice on how to structure your estate, to ensure your dependants and family are protected and that your belongings are transferred from one generation to the next.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Accounting
Stature Accounting provides taxation, consulting and accounting services to individuals, businesses and for your Self Managed Superannuation Fund.
Cash flow and budgeting
Effective and disciplined cash flow management and budgeting creates the foundation for achieving your personal and business financial goals. We can help you implement a cash flow program that extends to the restructure of bank accounts and the daily operation of these accounts to ensure you reach your financial goals.
Ensuring you maximise your tax benefits
The Australian tax system is complex. Understanding it takes patience and experience. Stature’s professional team of Accountants can help you or your business with all your taxation needs, including:
- Tax returns
- Tax planning to legally minimise your payments
- Tax advice
- Business Activity Statements (BAS), GST, GST audits and Fringe Benefits Tax
Setting up and running a successful business
Starting a business can be a challenge. We can help you understand the financial requirements and set yourself up for success, so you can focus on the all important task of actually running the business.
Consulting and accounting services
Our team of Accountants can assist you across a range of services with your consulting and accounting needs. Where appropriate, they work in conjunction with our financial advisers, or mortgage and leasing specialist. This ensures you receive the benefit of expert advice in an integrated way.
Our consulting and accounting services include
Business consulting services
Need help to start a business from scratch, or streamline an existing one? Stature Accounting can help you with transforming your planning, strategic decision making, reporting and control procedures. The results for you as a business owner are improved commercial working methods and increased profitability – just what every business wants.
We can provide services in
- Strategic planning
- Business set ups and starting a business
- Business planning
- Payroll services & salary packaging
- Financial statement preparation
- Online accounting software solutions – including Saasu and Xero
Accounting services
Stature can help free up your time so you can focus on the bigger issues of managing and running your business.
We can help you with online accounting software, monthly accounts management, cash flows, budgets, GST returns and day-to-day money management.
Stature and Xero – Beautiful Accounting Software
Stature Accounting has partnered with Xero the global leader in online accounting software. Xero is a revolutionary accounting software program that is changing the way people do business.
Here at Stature we can assist you with setup and training in Xero as well as ongoing accounting and bookkeeping services for your business.
Mortgages
Stature Mortgage Solutions provides you with information on a range of mortgage and loan options.
Stature Mortgage Solutions Helps You Make Informed Decisions
We have access to more than 300 products across all major banks to meet your individual needs. We have the ability to negotiate on your behalf to help you get the best possible outcome, not only saving you money but also giving you the confidence of knowing you have the best solution for your circumstances.
Here are a few ways that Stature Mortgage Solutions can assist you
- Conducting a complimentary mortgage health check
- Advice on how you should start saving for your first house
- Advice on how much you should be borrowing
- Assisting with pre-approval, and securing an interest rate, even if you haven’t found the perfect home yet
- Advice on when to consider downsizing or upsizing your living arrangements
- Deciding whether it is best to go with a fixed or variable rate
- Advice with how your mortgage solution fits with your other financial investments and arrangements
Leasing
From finding the right vehicle or business equipment, to sourcing the right finance, Stature Leasing can provide advice and help you gain easy access to a range of lenders and finance options for both individual and business needs.
Here are a few ways that Stature Leasing can work with you
Individual services
- Help you buy your first car
- Recommend options if you want to upgrade
- Provide salary packaging options
- Arrange finance for your purchase
Business services
- Motor and heavy vehicle leasing
- Arrange business equipment finance i.e. office, manufacturing , scientific & computer equipment
- Arranging finance for depreciating assets via commercial loans, chattel mortgage, finance lease etc.
Car traders
This service makes choosing a car easy and efficient. We are able to find the right vehicle for you and can negotiate a better price than ordinarily available to the public. The Car Traders service is provided at no additional cost to you and all quotes are genuine drive away prices with no hidden extras.
Corporate
Our team of corporate super specialists live and breathe superannuation and insurance!
Our corporate super specialists are experts in superannuation and insurance. For many employers and their staff, superannuation is confusing and complicated, and insurance is not top of mind.
We work with organisations of all sizes and we have a well-established and proven reputation in this market, with our services delivered nationally.
Supporting Employees
Navigating super rules and legislation change can be very time consuming for employers and for policy committees (if they are in place). We can provide employers and policy committees with the information needed to fulfil their super obligations. Our passion is partnering with organisations that view their superannuation and insurance offerings as a key strategy in attracting and retaining quality staff. To this end, we offer an employee benefits consulting service; working with employers to create and promote a valued benefits package for employees.
Our services include
- A documented Service Plan, including a calendar of member service and education activities and scheduled policy committee meetings.
- Assistance with navigating superannuation rules and legislation change to help employers and policy committees to meet their obligations in relation to superannuation.
- Managing policy committee meetings, including preparing minutes and managing agreed actions.
- Assistance with managing all aspects of the superannuation plan, including product updates or stepping in to resolve any product provider issues.
- A range of Newsletters, Fact Sheets and updates in relation to superannuation.
Member Services
Next to owning a home, for many people superannuation will be their biggest asset. With this in mind our member services have been designed to ensure your employees get the most out of their super.
Our services include
- Our workplace education program aims to make superannuation relevant to people and to help them draw the sometimes distant connection between now and retirement. Our program establishes a foundation of superannuation and investment knowledge through workplace member seminars, and builds on this knowledge through regular communications, Fact Sheets, onsite one-on-one support and Newsletters.
- We also offer a more sophisticated and targeted level of education, guiding members to appreciate how superannuation, as well as other issues such as estate planning, insurance, career breaks, debt, tax and non-superannuation investments fit into the broader context of savings and retirement planning.
- Assistance with administration and customer service support, including assistance with completing forms, updating beneficiaries, consolidating other super funds, reviewing insurance needs, answering member queries or simply with getting online access to keep in touch with your super account and insurance cover.
- Assisting new members with understanding the super and insurance benefits offered by their employer.
Group Insurance
One way employers can distinguish themselves from other employers, and compete for the best quality candidates is through their employee benefits package. Employer supported staff insurance benefits is one way that employers can attract and retain the staff they want to drive growth in their own business.
Our services include
- Advice on Group Insurance, including benefit design consulting, arranging quotes and tender management.
- Once an insurer is chosen, we manage the implementation and staff communication.
- Assistance with managing all aspects of the group insurance policy, including the annual review, underwriting and regular market reviews to ensure the policy remains competitive.
- Claims management can be a very stressful and difficult time, and our experienced and empathetic client service team work hard to take the worry away from the person making a claim.