60
Years of Combined Experience
Years of Combined Experience
Successful Projects
Partner Programs
Professional Support
Thank you for visiting our site! You are at the right place! We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Putting our clients’ interests first, we work hard to exceed your expectations.
Jena Rajendran Free consultation
The critical aspects of our Tax Planning Services includes:
Business planning & implementation is the process of taking your business from 'where it is now' to 'where you want to be'. it includes a business plan,steps to achieve, time frame, review and repeat.
Critical aspects of the business planning:
Financial Planning has became such a critical part of wealth creation, risk mitigation and estate planning.As numbers of these areas require more than one discipline of professions, we partner with selective professionals to provide these services.
We have Financial Advisers in house and here are the services provided:
A client was facing a significant DIV 7A (Inter-Entity Loan) problem with a substantial tax payable. We detected the problem early and implemented strategies to mitigate the problem. This strategy not only fixed the Tax problem but also helped with the cash flow of the group as well.
We detected a client who had lodged previous year tax returns incorrectly with last Accountant. We have amended the Tax Returns, even outside the standard amendment period and got the client significant refunds and interest.
Director
M.Com (Financial Planning),CPA, Chartered Management Accountant(ACMA), Tax Agent, B.Bus(Accounting)
Dip Bus, Dip Com Acc
Senior Accountant
BEc Monash University, Chartered Accountant CAANZ (formerly ICAA), Diploma of Financial Planning Securities Institute
Assistant Accountant
CPA-ASA, BComm (Accounting)
Assistant Accountant
CPA, MAcc, BComm (Acct and Fin)
Jena has been my accountant for over ten years. During this time I have found him to be both professional and personable. His currency of knowledge in the field has always impressed me and he has a great ability to explain complex accounting concept in simple, relatable terms. Most importantly, for me, Jena is trustworthy. I feel confident with his advice and never had any problems with this part of my finances. I have and will continue to recommend his services to anyone looking for an accountant.
My wife and I have been using Jena’s accounting services for the past 8 years. His warm personality, innovative problem-solving skills and professional availability are the main reasons we have gone back to him each year. Jena’s courteous and professional approach sets him apart from other experts with whom we have worked in the past, and he takes genuine interest in assisting us with our investment portfolio and personal taxes. He regularly innovates us into a stronger than anticipated tax position in the areas of capital gains, depreciation and investment opportunities to name just a few.
In a world of businesses where clicking through telephone menus is the norm, it is refreshing to be able to call Jena on a whim and have him listen to and respond to our needs. He is an intuitive professional who prides himself in spending time documenting solutions and then promptly replying to discuss creative options at his customers’ convenience.
Jena and I crossed paths at a previous employer over 5 years ago, Jena as the Head of Accountants and myself as a Financial Adviser/ Investment Manager. I quickly realised that Jena was a highly skilled professional in the areas of taxation, super and business structures. In addition to this he also developed close trusted relationships with all his clients.
All my dealings with Jena were very positive and most importantly he always provided me with a sounding board and alternate solutions to complex problems which always led to the best possible outcome for our clients.
I regard Jena not only as a knowledgeable professional but a true gentlemen with only the best intentions for all those who are lucky enough to come into contact with him.