Get Peace Of Mind And Growth With Quality Financial Services Talk to us today to find out how we can help you achieve financial goals! Crypto Tax The perfect place for crypto investors and traders to solve their tax-related issues. We understand the interconnected nature of business ownership and personal wealth.
We bring the two sides of your life together, to make sure your business and personal finances. A Self-Managed Superannuation Fund (SMSF) can allow you to control your superannuation while also obtaining tax benefits and reduced administration costs. With an SMSF you can. The development of a holistic strategic plan is a critical first step in the wealth creation and wealth management process.
We bring the two sides of your life together, to make sure your business and personal finances. A Self-Managed Superannuation Fund (SMSF) can allow you to control your superannuation while also obtaining tax benefits and reduced administration costs. With an SMSF you can. The development of a holistic strategic plan is a critical first step in the wealth creation and wealth management process.
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We know this is our "About Us" page, but it is so difficult to talk about us without talking about you. For over 13 years, Monash Wealth has partnered with and helped clients from all over Melbourne. We could tell you about how many staff we have got, and who they are, but we recognise that our clients are an integral part of our firm.
Shan is the principal of the practice. He is a qualified accountant, financial planner, mortgage broker and a self-managed superfund auditor. He is a qualified Chartered Accountant since 1976 and an author of books and articles on the GST Law. He has represented The Institute of Public Accountants (IPA) in Australia to the Australian Taxation Office over the past many years.
We understand the interconnected nature of business ownership and personal wealth. We bring the two sides of your life together, to make sure your business and personal finances work as hard as you do. Whether you are an individual, partnership, trust, company or SMSF, we provide specialist solutions and strategies that will help you to be financially stable and prepared for growth.
A Self-Managed Superannuation Fund (SMSF) can allow you to control your superannuation while also obtaining tax benefits and reduced administration costs. We can assist in establishing your own SMSF and with the administration and audit of your SMSF. We are experienced at setting up SMSFs and our SMFS experts provide administration and taxation advice to trustees of SMSFs and their advisers, and financial planners.
The development of a holistic strategic plan is a critical first step in the wealth creation and wealth management process. Often wealth creation is incorrectly limited to focus solely on investment advice.
However, wealth creation is a concept that incorporates not only investment advice but also structuring, taxation, asset protection, insurance and cash management; all of which are underpinned by the goals and objectives you have set for yourself.Equipped with an Australian Financial Services License (AFSL), the advisers in the Monash Wealth team are experienced in providing financial planning advice that takes this holistic approach.
However, wealth creation is a concept that incorporates not only investment advice but also structuring, taxation, asset protection, insurance and cash management; all of which are underpinned by the goals and objectives you have set for yourself.Equipped with an Australian Financial Services License (AFSL), the advisers in the Monash Wealth team are experienced in providing financial planning advice that takes this holistic approach.
Reviews (9)
Anuj Agarwal
May 09, 2021
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Nesan Naidoo
Feb 10, 2021
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I have been associated with Monash tax for the past 11 years and not only have they exceeded my expectations but as a resultof their advice, I have grown my business more than 7 time. It is their knowledge that I value the most. I have since referred my immediate family, friends and clients to Monash Tax and they have all been very satisfied.
Adrian Cilia
Feb 05, 2021
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Julian Fang
Nov 29, 2020
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Thank you so much to the Home Loans team!
They did an amazing job getting my first home loan and I am delighted and grateful with their service!
They clearly explained the loan process and discussed various options with different lenders.
Their personalised guidance and effective communication made my purchase smooth and stress-free!
Highly recommended!
They did an amazing job getting my first home loan and I am delighted and grateful with their service!
They clearly explained the loan process and discussed various options with different lenders.
Their personalised guidance and effective communication made my purchase smooth and stress-free!
Highly recommended!
Leo Adams
Nov 05, 2020
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Malcolm D'Souza
Sep 19, 2020
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Monash Tax had managed our home loan building and construction first under Devdas previously who provided amazing customer service with the utmost care and efficiency with prompt and very responsive support. Komala continued this support and saw it through with great communication and customer service skills. This demonstrates the team at Monash Tax's ability to work hard for every customer's interest. Thankyou for all help and support over the years. Wishing you all the best in the future.
Fay Savaidis
Aug 30, 2020
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I have been receiving the services from Monash Tax for over 6 years and continue to be satisfied with the professionalism of the staff year after year. Although lodging tax returns is a nightmare for most of us, the staff make it seem so easy which is a great relief to know.
Furthermore, I have no words to express for all the financial advice received by Shan and his amazing team (Titilayo, Komala, Nathalia and Shweta). I have never seen any company take care of their clients so carefully and closely. Every advice, decision and quick action has been 'spot on' bringing me up high to where I stand
Furthermore, I have no words to express for all the financial advice received by Shan and his amazing team (Titilayo, Komala, Nathalia and Shweta). I have never seen any company take care of their clients so carefully and closely. Every advice, decision and quick action has been 'spot on' bringing me up high to where I stand
Martin Pettit
Jul 19, 2020
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After bad advice from a previous tax agent many years ago.We have been using Monash Tax since their inception.They look after our personal,company and SMSF.I have nothing but praise for the professional and friendly service and support that they always deliver.In this very complicated world of tax,investment and loans they simply explain and clarify everything and make it understandable to the client.Their billing is very fair and they deliver a very fast and efficient service. Keep up the excellent work Guys and thank you so much for all your great advice.
Dpal Singh
May 27, 2020
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