Tenth Avenue Financial Advisors

Our Services

Financial & Estate Planning
Don't take unnecessary risks with your future! We will guide you towards achieving your financial goals.
Self Managed Superannuation Fund
We offer SMSF accounting and administrative services, whilst letting you make the investment decisions.

Financial & Estate Planning

Financial & Estate Planning

Don’t take unnecessary risks with your future! Allow the professionals at Tenth Avenue to guide you towards achieving your financial goals.

Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three – stage service in financial planning that includes:

  • Initial financial advice

  • Implementation of a financial plan

  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don’t take unnecessary risks with your future! Allow the professionals at Tenth Avenue to guide you towards achieving your financial goals.

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Tenth Avenue we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate

  • Confirming assets – Valuations, inventories, and appraisals

  • Court approval for a grant of administration

  • Documentation involved in estate planning

  • Protecting the assets

  • Paying taxes and debts

  • Estate distribution

Self Managed Superannuation Fund

Self Managed Superannuation Fund

We offer a comprehensive SMSF accounting and administrative service, from setup, tax returns, member contribution statements and annual audit, whilst letting you make the investment decisions.

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Establishing a SMSF is tailored to individuals who wish for greater flexibility and control over their retirement savings and how they are invested. There are numerous investment options available to SMSF’s from term deposits, shares or property.

Significant tax advantages also arise when you invest in superannuation and we can help you determine the best strategies for investment growth.

Setting up a SMSF can sometimes seem like a lot of work for those who are time poor, however we offer a service to manage the day-today administration and compliance for you.

Contact us and discuss your Superannuation options with our SMSF specialists today.

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