During the preparation of your Income Tax Return we would like to ask you some important questions we feel need to be considered from time to time. The questions will be regarding the following subjects:
Your Will
Estate Issues
Power of Attorney
Insurance
Financial Protection
Retirement Planning
Finance
During our discussions with you we may identify a need for you to speak to a specialist who can provide financial product advice. We have relationships with advisers who are specialists in their field and can assist you with any requirements.
If you feel you do not require any services this is fine. However if you feel you change your mind down the track we are always here to help.
PJT Accountants & Business Advisors
07 5413 9300