Call: 07 5499 8988
email: info(at)mcusb(dot)com(dot)au
Financial Planning
MCU can offer a comprehensive range of financial planning services through our association with The Poole Group, a leader in the accounting profession on the Sunshine Coast. Like MCU their people possess a special commitment to maintaining a personal touch to all their business dealings.
The Poole Group has been operating on the Sunshine Coast for nearly 30 years and has 7 partners with over a century of combined experience available to service clients. Their key divisions include:
Superannuation Service
- Self Managed Super Funds
- Retirement planning to maximise pension and rebate entitlements
- Estate Planning
- Wealth Creation Strategies
Investment Planning and Insurance Services
- Superannuation Advice
- Securities
- Investment portfolio management
- Risk Insurance advice
- Retirement planning
- Social security advice
- Business financial planning
Business Management Services
- Business analysis
- Strategic planning
- Management Reporting
- Product costings
- Business systems
- Divestment, mergers and acquisitions of businesses
- Finance and venture capital
Taxation and Accounting Advice
- Tax planning
- Tax return preparation and advice
- Capital Gains Tax advice
- Fringe Benefits Tax advice
- GST advice
- Tax audit assistance
Services
