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AREAS OF SERVICE

An experienced and proficient team

Integrated business and financial services are provided exclusively by a team of Chartered Accountants, who are also accredited Financial Planning Specialists.

A relatively small percentage of Chartered Accountants in South Australia is separately qualified and accredited within the CA discipline to provide financial planning advice.

  • Ernie Tatarelli, the founder of Tatarelli Consulting was instrumental in the establishment of the Financial Planning Chapter and was the first South Australian representative on the Institute of Chartered Accountants' 'National Financial Planning Committee.'

In placing great emphasis on professional training and on first-class national and international support services, our team provides proficient up-to-date services.

We are, therefore, appropriately qualified to offer advice in the following areas of service:

Business Management

 

Financial Management

Business Development

 

Budgets

Growth / Profit Strategies

 

Cash Flow Analysis

Professional Practices / Service Trusts

 

Loans & Finance

Cash Flow Projections

 

Leasing, Hire Purchase & Chattel Mortgages

Training Seminars

 

Insurance - Life, Income Protection & Trauma

Computer Systems

 

Shares & Trusts

     
Taxation Management
 
Wealth Management

Taxation Strategies

 

Wealth Creation

Pre 30 June Reviews / Tax Planning

 

Financial Position Reviews

Tax Returns & Accounting

 

Superannuation

Goods & Services Tax

 

Investment Reviews

 

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