Empower Your Finances, Elevate Your Wealth, One Step At A Time!
At Zellimar Group we recognise that high-net-worth individuals face a unique set of financial challenges, as well as opportunities through corporate structures and trusts. Our specialised services are tailored not just to solve these issues but also to preserve and grow your wealth. Zellimar Group provides sophisticated solutions that align with your estate or family office's objectives.
Personal Tax and Accounting Services
Self-Managed Superannuation Funds Tax Advice, Structuring, and Planning
Small Business Capital Gains Concessions
Estate Planning
Tax Efficient Planning
Self-Managed Superannuation Funds Tax Advice, Structuring, and Planning
As a registered SMSF auditor Michael has a very good understanding of the seemingly every changing Superannuation tax rules. We can also attend to the accounting and tax requirements of your Superannuation fund.
Small Business Capital Gains Concessions
We can show you how the small business CGT concessions work, eligibility steps, order for applying concessions and effect on superannuation.
Estate Planning
We work with you to understand the key Estate planning concepts and the difference between estate assets and non estate assets.
We understand Testamentary Trusts, taxation of estate assets and consider the control of assets held in family trusts (as they are not estate assets and as such we need to separately address control of those assets).
Working with Lawyers, we draft instructions, that allow control of assets, family loans and tax to be considered as part of the Will drafting process.
Tax Efficient Planning
Zellimar Group provides opportunities for you to maximise your financial efficiency with effective Tax efficient planning geared to reduce your tax liabilities.
25 Years of
Experience
Michael’s accounting services journey started back in 1998. During this time, he became a trusted financial partner to businesses and high-net-worth individuals. With Zellimar Group, the goal is to utilise that experience to grow and innovate, along with our clients. His approach is exceptional service delivery complemented by a passion for finding novel solutions to new and challenging problems. After all, business as usual follows handling not just the day to day but also working through the unexpected situations. Zellimar Group is an extension of your team, ever ready to stand by your ideals and vision.
Ready to take the next step on your business journey – Talk to Zellimar Group now!
Our accountants will help take your business to the next level