Do you personally manage all of your investments?
Is managing your investments becoming a day-to-day task you’d prefer to outsource to a trusted accounting professional?
CGD Partners provide a responsive ‘family office’ service to oversee and review your ongoing cash flow and investment affairs.
This tailored service takes the hassle out of managing your wealth, giving you time to focus on other initiatives and enjoy your lifestyle!
In short, your CGD Partners Family Office coordinates and cooperates with your bank managers, investment advisors, creditors and other key contacts. Together, we ensure your everyday administration tasks are in order and up to date.
We will continuously monitor the progress of your asset portfolio and report directly to you.
Your Family Office with CGD Partners will take care of managing your bank accounts including:
- Bill payment set up
- Depositing cheques
- Bookkeeping tasks
- Record keeping
- Postal mail collection
- ATO liaison
- Preparation and management of personal budgets
In addition, our tax specialists are available to help your Family Office with:
- Income Tax return preparation
- Tax compliance reporting
- SMSF advice
- Succession planning
Alternatively, we’re happy to liaise with your preferred accountant to ensure your year-end accounting tasks are efficiently completed.