WealthVisory in Mandurah, Western Australia | Financial service

WealthVisory

Locality: Mandurah, Western Australia

Phone: +61 8 9583 5563

Address: 53 Sholl Street 6210 Mandurah, WA, Australia

Website: http://www.wealthvisory.com.au

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• Accountant
• Financial service

23.01.2022 CAN YOU BEAT AARON? Our Accountant Aaron Colley from WealthVisory came to check our new club out and decided to give our monthly challenge a go! HE SMASHED IT...!! 15 secs to burn 20 calories on the assault bike !! he has also just recovered from major surgery on his knee/knees a few months ago! Sorry Dan Tancock!

23.01.2022 The holidays are just around the corner and, just like many of you, our team will be enjoying a well earned break. Our office will be shutting from the Monday 14th of December 2020 through to the Monday 4th of January 2021. Please contact our office on 08 9583 5563 before then if you would like anything urgent completed prior to our office closure.... We wish you a very Merry Christmas and we look forward to working with you in the New Year

22.01.2022 REMINDER | Have you finalised your employees in your Payroll system? Even with single touch Payroll, you need to check off: Reconcile your wages and check you havent missed processing payments Check all wage categories are correct to the ATO Report any benefits or superannuation... Due date was the 14th for those with 20+ employees, however if you have less than 20 employees you still have until the 31st July. Contact us today to find out how we can help you! https://www.wealthvisory.com.au/

22.01.2022 Do you work from home? There are expenses that you can and can't claim for your business or personal tax. We can help you decipher it all! Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

20.01.2022 Our office will be closed today, with all staff members attending our inaugural mental health awareness training day. We appreciate your understanding and will respond to all calls and emails tomorrow.

19.01.2022 Weve created a super easy Tax Time Checklist so you can get yourself ready. Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au for your FREE checklist

18.01.2022 Tax Time is coming up quickly! Are you ready? Get in touch with us today to make sure you have everything you need for your appointment in the new financial year wealthvisory.com.au

17.01.2022 Its been an incredibly unique period for everyone over the last few months. We are here to assist you with any Tax and Accounting needs, particularly during this time. As we head towards the end of the financial year, now is a great time to start gathering everything together to be prepared for your tax.... Feel free to give us a call on 9583 5563 or send us an email at [email protected] for a quick checklist of what you may need.

17.01.2022 Christmas is just over a week away, and 2019 is wrapping up quickly! The below link is a summary we have put together to help you understand the tax treatment of your business events and particularly Xmas Parties, and to remind you of important things to get on top of before the Christmas break. Wishing you all a very Merry Xmas and a happy, healthy and prosperous 2020!!

17.01.2022 Tax Time is here Have your booked your appointment yet? Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

16.01.2022 With much debate about the office on who is the better AFL tipster, this official communication from our specialist tax advisers points toward a win in my book Aaron Colley!! Lets go West Coast!!

16.01.2022 We’re incredibly proud to announce that we have been selected as the WINNERS of the Crisis Leader category for the 2020 Alcoa Peel Business Excellence Awards This award is a fantastic reward for all of our hard working team members. We’re also thankful to our clients, who have allowed us in to their businesses. We can’t wait for the event!

14.01.2022 Have you been working from home? Ask us today what you can and cant claim for tax time Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

11.01.2022 Below is a link for the ATO website to register your interest to receive information and updates on the JobKeeper Payments. This is applicable to businesses with employees that are significantly affected by COVID-19 https://www.ato.gov.au/Job-keeper-payment/

11.01.2022 Have you sorted your Tax Return yet? Its not too late! Book in an appointment today Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

09.01.2022 Hey Mandurah Business owners, Not sure why to choose a bookkeeper or an accountant? Alternatively, what each does different to the other? If youre scaling or getting busier in business, these two are critical to your success, but why? Still not sure which is relevant for your business or which one to pick first then send us a message today and we would be more than happy to help.

09.01.2022 JobKeeper, JobSeeker, Cash Flow Stimulus... Need help deciphering how its affected you? Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

08.01.2022 We've been working hard to help all of our clients. Whether you need assistance with personal tax returns or want to streamline your business, we are here to help. Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

08.01.2022 ATTENTION ALL BUSINESS OWNERS: The JobKeeper package was open for enrolment by the ATO on Monday 20 April, and is due to be completed 30 April 2020, leaving all involved a very small time slot. We emailed to all of our business clientele information around the JobKeeper package which may be available to them, on Monday evening 20 April. Some of our clients have reported that this email ended up in their junk email. We have sent text messages to all business clients today advi...sing them of this, to bring it to their attention as we understand many people do not check their junk. Please let us know if you still havent received the document by contacting the office on 9583 5563, email us on [email protected], or simply leave a comment below, and we will forward the document to you again and call you to ensure its been received. The WealthVisory Team

07.01.2022 How has JobKeeper, JobSeeker, Cash Flow Stimulus affected you? If you need help with any of the Stimulus that may have been available to you, get in touch with us today! Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

07.01.2022 Have you sorted your Tax Return yet? It's not too late! Book in an appointment today Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

07.01.2022 Support W.A.s best young golfers as they try to score Birdies For Breast Cancer! Players include US LPGA winner, Hannah Green, with Jarryd Felton, Braden Bec...ker and top amateurs Hayden Hopewell and Haydn Barron. Sunday 5 July 12pm Tee Off Follow the players as they chase 27 under par. Details of how to help this worthy cause are listed in the poster attached or by visiting https://the-cut.com.au/blog/birdies-for-breast-cancer/

06.01.2022 $250? ? - , ?... ? So we have created a " ?" event for small business owners in Mandurah to attend. We will cover off the below: How to read a balance sheet Where has my profit gone? Business structuring options Tax minimisation through business structuring Asset protection HHG presentation When: (: - :) Where: ( , ) Food and Drinks provided. Q and A session if time permits and opportunity to network with other similar small business owners. Book Now!!! As we are limiting spaces to 30 people. You can bring a partner or another business owner. Click the link to book http://bit.ly/wv-event-mandurah

05.01.2022 Our office is currently closed due to the rising concerns of COVID-19. We are still operating as normal but we have positioned our staff at their homes until the safety of both you, our clients, and all our staff is guaranteed. For further enquiries in regards to the office closure, feel free to contact us.... You can either email us or call us, both methods are still monitored.

04.01.2022 JobKeeper, JobSeeker, Cash Flow Stimulus Need help deciphering how it's affected you? Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

04.01.2022 Hey Business owners, ever wondered the difference between a sole trader or company structure? Watch the short video to find out more. We also offer a FREE 1-hour meeting for any new businesses wanting to know more about this topic or anything else. Check out the link below to claim your FREE 1 hour meeting with one of our accountants:... https://wealthvisory.yourlocal.accountant/ See more

03.01.2022 Is your business working as efficiently as it could be? Chat to us about strategies that you can put in place today. Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

02.01.2022 Do you work from home? There are expenses that you can and cant claim for your business or personal tax. We can help you decipher it all! Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

02.01.2022 Weve been working hard to help all of our clients. Need assistance with any accounting or tax needs? Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au

01.01.2022 Tax Time is here Have you booked your appointment yet? Give us a call on 08 9583 5563, send us a private message or contact us at wealthvisory.com.au