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.
Superannuation above $3 million will increase to 30%
Future earnings for superannuation balances above $3m taxed at 30% from 2025-26 The Government has announced that from 2025-26, the 15% concessional tax rate applied to future earnings for superannuation balances above $3 million will increase to 30%. The concessional...
Claiming deductions on holiday homes
Taxpayers claiming deductions on holiday homes are in the ATO’s sights. The ATO is more than a little concerned that people with holiday homes are claiming more deductions than they should and have published the starting questions they will be asking to scrutinise...
Working from home expenses
The Australian Taxation Office (ATO) has updated its approach to how you claim expenses for working from home. The ATO has ‘refreshed’ the way you can claim deductions for the costs you incur when you work from home. From 1 July 2022 onwards, you can choose either to...
Trust distributions update from ATO
The ATO has released its final position on how it will apply some integrity rules dealing with trust distributions - changing the goal posts for trusts distributing to adult children, corporate beneficiaries, and entities with losses. As a result, many family groups...
Downsizer contributions
From 1 January 2023, those 55 and over can make a ‘downsizer’ contribution to superannuation. Downsizer contributions are an excellent way to get money into superannuation quickly. And now that the age limit has been reduced to 55 from 60, more people have an...
2023 Strategy – Full Throttle
In a volatile market, keeping to a 2023 strategy, or let’s face it creating one, can be tough. The downside of not taking time out for your strategy is that there is a tendency to keep a short-term focus at an operational level to try and pick quick wins to generate...
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To get in touch with us today, simply use the contact form below and our team will get back to you as soon as possible.
Shakespeare Partners Pty Ltd has Liability limited by a scheme approved under Professional Standards Legislation.