firm offering a
range of services
In a previous working life, Patrick O'Brien was a leading figure in the development of the modern Private Superannuation Fund or Self Managed Superannuation Fund ("SMSF"). This thorough understanding of the product allows OWM to provide clients with accurate, fool-proof advice.
OWM utilises the Sage HandiSoft software to prepare income tax returns and financial statements for SMSFs. In conjunction with specialist Actuaries, Lawyers and Auditors, OWM is able to offer SMSF clients a seamless service from establishment, through trustee education, financial statement preparation to final audit sign-off.
OWM can also offer a 'post-box' service for retail clients whereby we receive and record income advices, corporate action advices, and the like, to facilitate stress free administration and compliance activities.
Our services include:
Preparation of draft minutes
Liaison with the ATO
Assistance with rollovers
street 373 Brighton Road, Hove SA 5048
post PO Box 360, Hove, SA 5044
phone 08 8296 6266 fax 08 8296 6299
Copyright 2017 O'Brien Wealth Management - all rights reserved