OUR CLIENTS


Businesses

Business Tax Returns and Compliance
Guaranteeing full compliance and accuracy in the comprehensive area of taxation, we deliver nothing short of powerful taxation solutions for your business. We recognise the need for smart real world solutions. Our chartered accountants offer meticulous and reliable tax advice to effectively manage your business tax returns, no matter how complex.
Need assistance? We can get involved at any stage of your business lifecycle, whether it be during the startup stages, or throughout your large expansion phase where we take over your in-house department and step in as your full time bookkeeping and accounting department.
With business development and growth experts on our team, we deliver a dedicated service that is specifically tailored to meet your short-term and long-term goals for business growth and development.

General Business Advisory Services
Condon Financial has the team of professional advisors to give your business the backbone needed to thrive. With our financial strategies, governance, reporting, and a high level of assistance to you, your business will flourish and prosper with our streamlined solutions to your business needs.

Exit Readiness and Succession Planning
A big question all business owners need to face at some point in time is this: what is going to happen when it is time for you to exit your business?
Exit readiness and succession planning helps business owners exit their business on their terms, when and how they choose, in order to maximise their personal and business objectives.
For the veteran business owner, exit readiness and succession planning helps you live the ultimate lifestyle you are after in retirement. Is it time to take up that new hobby you have been dreaming of? Perhaps travel the world? Indulging in fine cuisine and regional wines. Sharing laughter with your loved ones with not a worry in the world.
For the entrepreneur at the helm of a startup or growing business, exit readiness and succession planning helps you setup a business today, which will help you achieve your life goals tomorrow. Imagine what it will be like to step back from the day-to-day and work on the business, while your team works in it. Imagine what it will be like when your business value has been maximised, your systems and processes are in place, and you know you can smoothly and successfully exit your business. This is possible with the right team backing you, and the right exit plan to guide you.
Our experienced professional team at Condon Financial have been helping businesses owners with exit readiness and succession planning for over 15 years. We provide advice and ongoing guidance to make sure that when your time to exit comes, you are well prepared and in the best possible position to benefit your personal wealth.


Retirees

Condon Financial professionals can help you retire knowing your future is financially secure. Planning for a comfortable retirement can be hard. Specific tax and superannuation issues need to be considered if you are over 55 years of age or have reached your preservation age. These problems can vary depending on whether you are still working, planning to retire or are already retired. At Condon Financial our goal is to help clients maximise their earning potential during their working years so they can enjoy their life now, knowing that they have taken care of tomorrow.

Whether you are looking forward to an early retirement or plan on working until later in life, we help you ease into a comfortable retirement. The team at Condon Financial are happy to assist you with:

  • Managing your tax responsibilities
  • Estate planning
  • Tax-effective income streams
  • Superannuation
  • Pension planning
  • Portfolio management
  • Insurance cover
  • Aged care financing and planning
  • Intergenerational wealth transfers

Individuals

Personal Income Tax Returns
Personal income tax returns have never been easier than with Condon Financial. Our enthusiastic and knowledgeable team of professionals know how to effectively manage personal and family tax affairs. We can show you tax minimisation strategies which will help ensure more of your money stays in your pocket.

Our team provide
accounting and taxation services including:

  • Preparation and lodgement of personal tax returns
  • Maximising your tax deductions
  • Rental schedule preparation
  • Capital Gains Tax Advice
  • Sole trader business schedules
  • GST Advice
  • Employee share schemes
  • Dividends
  • Retirement and estate planning
  • Establishing trusts
  • Asset protection
  • Cash flow budgeting

SMSF

So what is a Self-Managed Superannuation Fund – SMSF?
It’s all in the name! A Self Managed Super Fund (SMSF) is just that, a superannuation fund that you invest within, and manage yourself.

Whether you’re just now starting to consider your super options, coming up fast on retirement or a business owner interested in the tax advantages, a SMSF can give you the opportunity to be dynamic with your choice of super investments.

There are tax incentives and investment opportunities that you can take advantage of through a Self Managed Super Fund that otherwise you cannot. The structure also offers excellent asset protection and efficient and binding estate planning opportunities, all of which will help you achieve your wealth creation plans.

The money in your Super Fund is your money, which is why a SMSF is about making your super work for you. Having your very own SMSF has a lot of benefits. There is however a catch: in addition to being responsible for investment in your fund, you must also manage its administration and compliance.

Apart from setting up your SMSF and providing advisory services, this is where Condon Financial can really help you:
Our team can take care of your fund compliance and other paperwork so that you can focus on making your superannuation work for you.