VATS Advisory Services

A business must plan for success. Business accountancy planning must give thoughtful consideration to financial realities/constraints and anticipated monetary outcomes (budgets).

VATS Advisory leads you and helps you in a number of planning activities – be it financial or strategic. Some examples of planning services provided to satisfied clients are as follows:

• Financial Planning

• Wealth creation

• Investment strategy

• Investment portfolio management

• Statements of Advice

• Debt reduction

• Job and process costing

• Cost volume profit analysis

• Budgeting

• Standard costing and flexible budgets

• Superannuation Contribution Limits

• Saving for retirement and setting up Self Managed Superannuation Funds

Self Managed and Managed Superannuation

• Setting up your own fund and managing your own investments

• Selecting a managed superannuation fund

  
  

Financial Planning

We offer lifestyle financial planning, which involves:

• Setting your financial goals

• Being financially organised so you know where you are and where you are going

• Selecting investments that suit you, not us

• Planning for school fees

• Planning for retirement

• Planning for travel

• Regular reviews of your situation

  
  

Salary packaging

• Effect of FBT on salary packaging

• Superannuation contributions for spouses

• Tax and salary effective car plans

• Novated leasing

  
  

Estate Planning

• Planning your kids’ inheritance

• Assisting children and grandchildren

• Charitable donations