Roy McDonald and his team started looking after our tax affairs thirty years ago after being recommended by a work colleague. Needless to say things have changed a bit since then. My wife Sue has retired and I have moved from being an employee to contracting within a partnership registered for GST, back to employment and now I am semi-retired with part time work as a contractor. Twenty years ago we rolled our various funds into a managed super fund set up as a company.
Through all these changes, Roy and his staff have managed all our finances under the one roof. Tax, BAS, partnership set up, financial planning, managed super fund, the lot. We have great confidence in the accountant who handles the tax affairs and Mark who looks after the financial planning and super fund management. They work together to optimise our affairs and make sure that there are no surprises come tax time. Thanks to Roy and his team we are now looking forward to living comfortably in retirement. We highly recommend them.
Kind regards,
Kim and Sue