Growing, Managing & Protecting Your Money
Growing your wealth takes patience, planning and the ability to manage the complexities of the various investment opportunities available and taxation planning.
Developing a personal wealth accumulation strategy can help you achieve your long-term objectives.
Considering issues such as diversification, liquidity, regular reporting and reviews and the most suitable tax benefits is important when building your plan.
Client Support Tools
Stephen K. Shirley continually research the marketplace for tools that help our clients manage their business taxation affairs more easily.
Tax Checklist 2016
Tax Checklist 2015
Tax Checklist 2014
Client Forms
If we're setting up legal/formal entities on your behalf, you may require certain forms. These are available for download. Please contact our reception for a password, Then LOGIN HERE.
Audit Shield Service
Audits, reviews and investigations are conducted by the Australian Tax Office (ATO) and other state and federal government agencies. The Audit Shield Service offers comprehensive cover from legal costs associated with an audit. Read More.
Banklink – Streamlined Accounting
Why spend hours collecting and collating financial information from multiple banking institutions, when BankLink can do this for you in minutes and deliver it directly to us. Read More.
Securities Tax Manager (STM)
Stephen K. Shirley have been using the automated Securities Tax Manager (STM) since 1994 to reconstruct and maintain client investment portfolios of ASX listed securities and unlisted Managed Funds. It's a highly efficient, timely, cost effective, tax compliant CGT and income reporting service. Read More.
