Home

Financial Planning

Money Tree Growth

In association with Finance Evolutions Pty Ltd, Finance iQ is able to provide financial planning and investment advice to its clients.

This advice includes:

  • Superannuation reviews
  • Retirement Planning
  • Estate Planning
  • Financial Risk Protection strategies

Taxation and Accounting Services

Finance iQ works in association with Accounting and Adviser Services (AAS) Group.

AAS is one of the country’s leading SMSF administration providers. It has over 6 years experience in providing SMSF administration services to both accountants and financial advisory businesses. 

Through its link with AAS Group, Finance iQ can access the following SMSF services: 

Maintain up to date portfolio management of all listed securities, including costs base, asset allocation, bank transactions etc. 

Maintain up to date SMSF accounts, i.e. income and balance sheet statements including:

  • Processing of investment assets and disposals.
  • Processing of income from investment assets.
  • Processing of SMSF contributions, pension payments and relevant reporting.
  • Processing of other receipts and payments from bank accounts.

Preparing and lodging SMSF annual income tax return after appropriate sign off.

Preparing and lodging Business Activity Statements (BAS).

Pension calculations.

Income tax returns.

PAYG Summaries where necessary.

Workflow management via job tracker. Including a full audit of all queries and tasks that have been auctioned as well as the ability to load and transfer documents. 

Online access to client SMSF account and investment portfolio details including:

  • Portfolio valuation and asset allocation.
  • Transaction history
  • Portfolio performance and holding performance.
  • Released and unreleased capital gains
  • Income and tax reports.

AAS Group also provides Finance iQ clients with corporate secretarial services which include:

  • Unlimited company changes
  • Preparing, minutes, forms, consents and other documents that need to be executed when making changes that have an ASIC requirement
  • Online access to view client’s company information

Residential and Commercial Loans

Home Loan Renovate BudgetFinanceiQ provides lending solutions to assist clients with:

  • Buying a property
  • Refinancing of current loans
  • Debt consolidation
  • Property investment
  • Commercial lending

through our association with Australian Finance Group.

 

Please click on the link below to access our detailed AFG Mortgage Broker website which is loaded with useful information, including:

  • Calculators to help you manage your money
  • Tools to help you find the right loan 
  • Newsletters to provide you with financial updates
  • Insider guides to assist you with home security

Visit FinanceIQ AFG Mortgage Broker Website

General Insurance

FinanceiQ can provides its clients with financial protection for all general insurance areas in association with Gawler, Barossa and Clare Valley Insurance Services, including:

  • Car insurance
  • Home and contents insurance
  • Boat cover
  • Business cover – property, liability, business interruption, theft, glass, vehicle, business indemnity, public liability
  • Landlord insurance – building and content, rent default, malicious damage, theft, liability
  • Commercial fleet cover
  • Farm cover – home and contents, farm and property, vehicle, farm liability