Project Description

25+ years in existence – located in north east suburbs WI/WO option preferred

Client categories

PAYG, Professionals, Small Business P/L, Sole traders, Trusts, BAS, IAF, SMSF’s, Corporate and Financial planning.

Age groupings of clientele

Under 30 years12%
30-40 years23%
41-50 years24%
51-60 years22%
Over 60 years19%

Revenue for 2017/18 is $740,000 of which approximately $35,000 is related to financial planning.

Type of clientNumbers
Individuals1304
Trusts127
Partnerships137
SMSF’s27
Companies161
Other111

Employees

  • Principal (Accountant and financial planner)
  • 1 Full time accountant
  • 1 permanent part time.  3 days a week.
  • 1 Casual. 2 days a week

Premises owned by principal available for long term lease. Has 4 car parks.

Confidentiality/Non disclosure statement required.

Last 3 years financial statements available.

Assets register

  • Technology
  • Long term lease available
  • Kitchen
  • Fixtures and fittings
  • Office equipment
  • Shelving
  • Conference room
  • Phone system

For more information call Jim Prigg on 0408 520453 or jim@knowledgemaster.com.au