Personal Services

Financial Planning
Life Insurances
Loans and Finances
Personal Income Tax
Property Investment and Development
Retirement Planning
Salary Packaging
Superannuation

Financial Planning
Life Insurances
Loans and Finances
Personal Income Tax
Property Investment and Development
Retirement Planning
Salary Packaging
Superannuation

Are you lacking direction in your financial affairs?

Are you seeking a better return from your investments?

Elysium offers an independent, client focused financial planning service which will provide clients with a clear direction and path that will set them up for financial security and a stress free retirement. We work with clients to develop a financial strategy which gives them a clear path to achieve their goals. Our clients enjoy the benefits of our expert advice and quality service and the peace of mind knowing they are maximising their wealth for the future. Whether it is reviewing your super, estate planning, Centrelink application and assistance or investment advice, our team can assist you.

Do you have a mortgage or a family?

Have you considered what would happen if you were unable to work?

People insure their homes, their cars and their belongings. However many forget to insure their largest asset - their future wages - and risk financial hardship should they be unable to work.If you own a mortgage or have a family, you really should consider income protection and life insurance. Elysium can help you obtain the best policy for you and your circumstances to give you peace of mind knowing that regardless of what the future holds, you and your family are protected.

Are you looking to take out a loan for a new car, home or investment property?

Are you finding the process of dealing with the banks is confusing and stressful?

Elysium is committed to being the trusted advisor for its clients in all financial areas and this includes loans and finance. Too often, clients are left to negotiate with the banks themselves and they are forced into loans with uncompetitive interest rates, poor terms & conditions and structures that do not optimise the tax benefits. Whether you are buying a new car, property or personal loan, Elysium can help ensure you get the best loan for you and your situation.

Do you wish your returns were done by someone who actively takes an interest and takes the time to ensure they get the best tax results for you?

Many accountants look at a tax return as a deadline to be met. Elysium sees your annual return as an opportunity to help save you tax and put in place strategies that will save you tax in the future.

We ensure we maximise your deductions to minimise your tax and suggest options that will save you tax in the future whether that be salary packaging, investment choices or salary sacrificing and starting a pension.  For a personalised approach that will save you time and stress, come and see Elysium.

Are you looking to invest in property and need advice?

With a booming property market and low interest rates, many people are looking to invest in property.

This can be a lucrative investment but it also can go wrong very quickly. Whether you are an investor looking to rent their property or a developer looking to sell for quick profit, you need quality advice at all times. Elysium has the knowledge to guide you through the complex tax consequences of property ownership. It is important you are aware of the income tax, GST, land tax, depreciation and CGT implications of your property to ensure you make informed decisions and are maximising the benefits of your property.

Are you looking to sell your business soon?

Do you want to retire but are worried you don't have enough money to do so?

You have worked hard and have built up a business you are proud of. Now you are looking to retire and enjoy the next stage of your life using the rewards of your hard labour. Unfortunately many people do not plan for this stage and discover their business is not worth as much as they thought or that the tax liability wipes out a big chunk of their retirement savings. It is never too early or too late to start planning for your retirement. Elysium can help put in place strategies which will maximise your business’ value and help you make your business an attractive proposition to a buyer. We will also ensure you structure the sale in a manner which minimises your tax liabilities.

Are you an employer looking to provide an additional benefit to your employees?

Are you self-employed and looking at ways to increase your take home pay?

Our tax regulations are constantly changing and it is difficult for most to keep track of these. However knowing these rules can make a big difference to you and your take home pay. Opportunities exist for you to structure yours and your employees’ salary in many different ways which could save all of you thousands of dollars. Whether it is salary sacrificing into super or packaging your motor vehicle through work, Elysium can assist and ensure you and your employees are getting the best reward for your hard effort.

Are you unhappy with your current super fund?

Do you want more flexibility in paying out lump sum or pensions when you reach retirement?

Do you wish you had control over where your retirement funds are invested?

Elysium help manage over 150 self-managed super funds for clients and can assist you every step of the way. From setting up your fund with the correct structure, helping put your funds in the best investments and the annual compliance work, Elysium can do it all for you and help you gain control of your retirement. With our wealth of experience, we can help implement strategies that minimise you and your fund’s tax, your beneficiaries’ tax and maximise your fund’s potential.

Not just your boring
accountants

Personal Services

Elysium Personal Services

Getting your tax return completed is an annual chore, but we understand and recognise that there are many ways we can add value to this process for our clients. We look beyond the mere numbers to give an experience that benefits our clients and provides peace of mind that their financial security is being looked after.

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Free Assessment

Elysium offers a free, in person, financial assessment.