Financial Planning & Accounting Services Melbourne

 

TheIFLogo_599x216_new

The Intelligent Financial Group (The IF Group) is an expert financial services company that specialises in the total context of individual and business needs. Our focus is not just accounting and tax, not just investment guidance and prosperity enhancement—but the complete financial planning picture. Let our Financial Colleagues make the difference…

 

“What I appreciate most is the commitment to me clearly understanding their recommendations. A lot of professionals know their business, but they can’t communicate the knowledge so that you feel comfortable. The IF Group gives me that security.”

 

Financial Planning Association of Australia logo

The Intelligent Financial Group are proud members of the Financial Planning Association of Australia (FPA), an organisation that aims to look after the interests of both its members and the public by maintaining a high standard of requirements and consistently continuing professional development. The FPA are Australia’s leading professional association for financial planners, with over 12,000 members nationwide.

What makes us different?

Financial independence means different things to different people, we understand that. The IF Group take best practice financial management techniques and modify them to suit each individual client that walks through our door. We are not simply financial planners, we use our financial planning expertise to create a customised financial solution that is tailored to our client’s specific financial goals. To accomplish these goals, we use a process that consists of consultation, analysis, strategic execution, and systematic review. We do all this whilst educating and improving our clients financial fluency, in turn, improving their financial confidence.

 

 

Tax Time is almost upon us

All Individuals, Self-Managed Super Funds, Companies and Trusts who have not been informed to lodge at an earlier date, have until 15 May 2017 to lodge their 2016 Tax return through a registered tax agency. 2016 Tax returns lodged after this date will run the risk of incurring a late lodgement penalty from the Australian Taxation Office.

Late lodgement penalties will apply in general to taxpayers who lodge their quarterly Business Activity Statement returns after the due date, being the 28th day in the month after the end of each quarter. However those who lodge their B.A.S. through a registered tax agent, will have the advantage of a four week extension after the due date to lodge without incurring a penalty.

If you live around Frankston, Mornington Peninsula Brighton, St.Kilda or anywhere in the Eastern Suburbs of Melbourne and require a tax return for yourself of your business then contact The IF Group today on 1300 655 096 or visit our contact page to arrange a time with one of our friendly and experienced professional accountants today.

IF FINANCIAL CONFIDENCE MATTERS TO YOU

Contact the IF Group for a free initial consultation

Financial management can seem like a very complex and sometimes overwhelming task for many people. However, often it just takes a knowledgeable and trustworthy financial advisor who understands what specific processes you require to achieve your financial goal. If you’re looking for a financial planner to help you manage your finances or achieve your unique financial goals then contact The IF Group today and find out why our expert financial advisors are so trusted and respected. Fill out the contact form below or visit us in our offices in Frankston and Brighton.

Your Name (required)

Your Email (required)

Subject (required)