Taxation & Investment Planning

CMA can offer a wide range of taxation and financial services including:

• Taxation planning and advice
• Wealth creation: financial strategies, investment strategies, investment planning and placement (managed funds and direct shares), gearing strategies, savings plans
• Retirement planning: personal superannuation, corporate superannuation, retirement income streams, Centrelink strategies, estate planning
• Cash flow management and budgeting
• Business, home and investment loans
• Wealth protection: death, disability, trauma and income protection insurance
• Leasing and other asset purchase finance
• Preparation of Financial Plans for both individuals and businesses