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C L Financial

Self Managed Super Fund (SMSF) - Raymond Terrace (New South Wales)
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Business Address: Shop 2 5 King Street Raymond Terrace NSW 2324

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Description
An independent service provider established in 1988.
We provide accounting and taxation services to small business as well as to individuals for their personal taxation returns.We always go through a process with our clients before setting up a business in an entity especially suited for the client and their circumstances.
Self Managed Super Funds( SMSF) are also a service we provide advice on and provide accounting , taxation service and compliance services.
We can set up SMSF only after assessing your suitability ( due diligence) and your current and future circumstances and your goals. Our aim is to be totally independent from all institutions and for this reason we allow you to select your own SMSF Auditor when it comes to annual audits.
Financial planning is another part of our business. We have been authorised representatives of dealer group Lifespan Financial Planning Pty Ltd since 2003.They are a totally independent family company that is not connected to banks,insurance companies or any financial institutions. Lifespan provides us research approved investment products,seminars to keep up to date with investment products and changes in legislation and administration.Their products would consist of Insurance,Managed Funds,Loans,Superannuation Funds and listed Shares
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Business contacts: Christopher Low

Australian Business Number (ABN): 51 002 470 019

Qualifications and certifications: Taxation Institute of Australia,Institute of Public Accountants and Financial Planning Association

Trading times: Mon-Friday 9am to 5pm.Open by appointment only Sat July to November

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