Tax return
prepared and
lodged
Personally tailored
wealth creation
strategies
Access to in-house
finance specialists
with dental specific
finance packages*
Personal strategy
and budget to get into
your first, or next
home sooner
Two meetings a year
with your dedicated
client advisor to ensure
your financial goals
remain on target
Registration of
GST and ABN
Tax return
+ four BAS prepared
and lodged
Personally tailored
wealth creation
strategies
Access to in-house
finance specialists
with dental specific
finance packages*
Setup with business
Xero file and one hour
training package
Personal strategy
and budget to get into
your first, or next
home sooner
One annual compliance meeting with your dedicated
client advisor
One annual tax and strategic planning meeting
with your dedicated
client advisor
