Shares & Funds Accountant Recommendation

Discussion in 'Accounting & Tax' started by Ariyahn2011, 14th Aug, 2021.

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  1. Ariyahn2011

    Ariyahn2011 Well-Known Member

    Joined:
    2nd May, 2016
    Posts:
    640
    Location:
    Townsville
    Hi Team,
    Looking for a tax agent for myself and wife.
    Pretty straight forward returns. I have shares. I use Sharesight to track all my shares.
    I would also like to catch up with a Financial Planner / Tax Accountant (what ever is most appropriate) as well to do a one off appointment as I am looking to sell my shares to purchase property. Just want to bounce off some ideas and check to see if there are other and more efficient / tax effective ways to dispose of shares.
    Thank you in advance.
    Cheers,
    Danny
     
    Last edited: 14th Aug, 2021
    Ariyahn2011, 14th Aug, 2021
    #1
  2. Mike A

    Mike A Well-Known Member

    Joined:
    24th Jun, 2015
    Posts:
    2,656
    Location:
    UNIVERSE
    @Paul@PFI has an arm that does financial planning
     
    Mike A, 15th Aug, 2021
    #2