Pointons

Chartered Accountants and Financial Planners

CHARTERED ACCOUNTANTS

Pointons Chartered Accountants are one of the few local Registered Company Auditors in the Gawler area. We are a small, intimate Chartered Accounting firm, providing quality one-on-one business support. Upon appointment we can provide registered Justice of the Peace facilities.

  • Taxation and taxation planning
  • Company Incorporation
  • Trust and Partnership establishment
  • Self Managed Superannuation Funds
  • Investment Properties & Capital Gains Tax
  • FIFO specialist
  • Auditing of Self Managed Superannuation Funds, Clubs, Association, and Trust Accounts
  • Primary Producer specialist
  • Centrelink Assistance
  • Registered Justice of the Peace

TAX PREPARATION, TAX MINIMISATION, ADVICE & PLANNING

We are equipped to facilitate yearly tax planning to individuals and businesses with the aim of minimising your taxation liability. Our team is dedicated to servicing the needs of our clients compliance requirements including; tax returns for individuals, partnerships, trusts, self managed super funds and companies.

AUDITING SERVICES

We are registered Self Managed Superannuation Fund Auditors. At Pointons Chartered Accountants we can also provide auditing services to clubs, associations and trust accounts. Our auditors also currently retain an on-going Department of Education & Childhood Services contract to audit numerous schools across the Gawler and Barossa districts as well as the far north of the state.

ACCOUNTING SERVICES

Pointons Chartered Accountants offer a wide ranging portfolio of accounting services which include bookkeeping services, payroll, superannuation and Return to WorkSA registration, lodgement, advice and assistance, compliance guidance, ABN registration, company incorporation, trust and partnership establishment, preparation and lodgement of BAS, IAS, PAYGW and Taxable Payment Annual Reports.

FINANCIAL, BUSINESS & MANAGEMENT SERVICES

We care about your business as much as you do, therefore we are happy to help you to grow your business to it full potential with services such as; succession planning, estate planning, business valuations, cash flow and budgeting, business plans, form 2 business sale agreements, property searches and assistance with conveyancing.

FINANCIAL PLANNING SERVICES

Pointons Financial Planners is one of Australia’s few privately owned financial planners to hold a Financial Planning Licence. Privately owned financial planners stand out from their peers. Most large financial planning firms and “private banking” services in Australia are fully or partially owned by banks or other financial institutions. Pointons Financial Planners are not affiliated with banks or insurance companies, which means we work only for you, the client.

  • Retirement planning
  • Income protection, Life, and general insurance advice
  • Investments
  • Share trading
  • Managed funds
  • Self Managed Superannuation Funds establishment, including Warrant Trusts
  • Succession planning
  • Estate planning
  • Aged Care
  • Centrelink Assistance
  • Wills and Power of Attorney
  • Insurance /  Return to WorkSA  payout advice and certification
  • Registered Justice of the Peace

SUPERANNUATION PLANNING

Our Financial Planner can provide expert counsel on income protection, insurance advice and superannuation management from inception to retirement and beyond. We will help you to optimise your finances and look at how your needs will change over time. Our team can help you to use your various income sources to fund different stages of life. Start preparing for retirement now to capitalise later!

INVESTMENT ADVICE

Pointons Financial Planners deliver sound knowledge and understanding in all areas of the investment market, providing a tailored solution, specific to your investment needs. Whether you are a seasoned investor or a beginner, there are plenty of steps you can take to grow and secure your money. Giving advice on; property, international and complex Investments as well as managed funds and shares.

ACCREDITED AGED CARE PROFESSIONAL

Australia’s ageing population is an ever-growing phenomenon. Pointons Financial Planners recognise the need for an Aged Care Professional to give accredited advice to our clients on these matters. Our Accredited Aged Care Professional advises on; strategies for accessing aged care, aged accommodation choices, Centrelink and Veterans’ Affairs and understanding negotiations with aged care facilities

INDEPENDENT RETIREMENT, REDUNDANCY AND SUCCESSION PLANNING AND CENTERLINK ASSISTANCE

At Pointons Financial Planners we will help you through this difficult time, constructing a redundancy plan and getting back on track. Pointons Financial Planners will make sure your succession planning is rigorous, outlining who will take over your business when you leave, helping your business transition smoothly into new ownership. Planning early can maximise the business value substantially.

SUPPORT FOR SMALL BUSINESS

We understand the difficulties that Small Business owners face on a day to day basis. Quite often they are overloaded with the operational aspects of their business the accounting side is left to the late hours of the evening or the very last minute. Pointons Chartered Accountants pride ourselves in offering support to small business owners in both providing information and offering affordable accounting solutions.

  • Accounting / Bookkeeping services
  • BAS
  • IAS
  • Taxable Payments Annual Reports
  • Payroll
  • Superannuation
  • Return to WorkSA
  • Business name registration
  • Cloud and computer based accounting software support