Shakespeare are here to guide you through every important financial decision you’ll ever need to make.
The four pillars of Shakespeare Financial Group – Chartered Accountants, Financial Services, Superannuation Services, and Leasing and Mortgage Solutions enable us to take a whole-of-business approach when creating tailored financial solutions.
CHARTERED ACCOUNTANTS
Taxation
Business Advisory
Bookkeeping
FINANCIAL SERVICES
Retirement Planning
Investment Advice
Insurance
Superannuation
SUPERANNUATION SERVICES
SMSF Administration
SMSF Strategy
LEASING & MORTAGE SOLUTIONS
Commercial Loans
Asset Finance
We prefer a more targeted, holistic approach to finance
As one of the leading financial service firms, Shakespeare offers a wide range of services to an extensive number of Perth businesses and individuals located across WA. From Accounting to Tax, Financial Advisory services to Personal Insurance and Superannuation (SMSF), to Leasing and Mortgages, our highly experienced and suitably qualified Perth team of over 75 accountants and financial specialists can assist you, regardless of your financial needs. With over 40 years since inception we have the experience onboard to help you realise your goals.
At Shakespeare, we choose to provide our clients with a more personalised, holistic approach to their financial needs. By operating as a fully integrated business, our financial services firm in West Perth can offer a tailored solution, combining or limiting each of our key services, depending on your personal or business requirements. See our range of leading financial services below or contact our West Perth office today on 08 9321 2111 to arrange an introductory consultation at no cost or obligation to you.
Consumer Price Index (CPI) Rent Review
Self-Managed Superannuation Fund Commercial Property Related Party Lease Agreements A common strategy for SMSFs is to invest in commercial property and have your business lease the premises. To stay compliant the arrangement needs to be on arm’s length terms (this...
Tip of the month – Lock dates in Xero
It is important to lock periods in Xero once they are finalised to prevent any incorrect changes to take place and reports being changed once finalised. Changes can happen accidentally which can cause issues that may not be found until year end. You can change and...
Implications of subdivision
The tax implications and pitfalls of small-scale subdivisions You’ve got a block of land that’s perfect for a subdivision. The details have all been worked out with Council, the builders, and the bank. But, one important aspect has been left out; the tax implications....
Business succession
What is the end game for your business? Succession is not just a topic for a TV series or billionaire families, it’s about successfully transitioning your business and maximising its capital value for you, the owners. When it comes to generational succession of a...
Is a second job worth it?
In an Uber the other day, the driver revealed that he had become a driver to pay for his second mortgage. He invested in property but with interest rates spiking, the only way he could hold onto the property was to earn additional income. His “day job” starts early...
Why is my tax refund so small?
The tax refund many Australians expect has dramatically reduced. We show you why. There is a psychology to tax refunds that successive Governments have been reticent to tamper with. As a nation, Australia relies heavily on personal and corporate income tax, with...
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