“Personally, I’ve gone down the path of property investment. Having advisors like Wilson Pateras who can get across those investments quickly and know how they should be reflected in my tax arrangements and claims is very helpful.”
“Our Wilson Pateras advisor has a direct line of communication with our commercial team. When our advisor needs to gather information for our tax arrangements, she will speak to them directly or just send an email with all the items she requires.”
“Wilson Pateras are always on top of the legislation and will let me know when there are changes in requirements and obligations. They’re very helpful in letting me know about deductions and notify me when deadlines are looming.”
“I think it’s actually very important to put yourself in the hands of specialists like Wilson Pateras and receive the benefit of their expertise. Ironically that’s probably something that, as lawyers, we can find difficult.”
Wilson Pateras Accounting Pty Ltd is a related entity of Wilson Pateras Lending and Finance (VIC) Pty Ltd and Wilson Pateras Financial Planning Pty Ltd (Wilson Pateras Group). Where you are referred to a related entity by your adviser and take up lending or financial services, your adviser and the directors and shareholders of the Wilson Pateras Group do not receive any direct remuneration or benefit as a result of these referrals but may be entitled to profits as part of their ownership in each entity. You are free to engage your own preferred professional service providers should you prefer
This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information. Liability limited by a scheme approved under Professional Standards Legislation.