ABOUT US
Sentinel Advisory is a boutique business and financial advisory firm. We deliver sophisticated and tailored services through pro-active and close involvement with our clients. Our goal has always been to bring high quality wealth solutions to a family in the most affordable, cost-effective and transparent way possible.
Our Sentinel CRM
Our upcoming Sentinel CRM app provides a modern, cloud-based, highly-secured system where clients can manage their own financial and taxation matters, and have seamless integration with their financial adviser, accountant, bookkeeper and other service providers.
Our Financial Advisory Services
Our director is financial advisor of Clarity Financial Services Pty Ltd (AFSL No. 276771 ). We provide full financial advisory and wealth creation for individual and businesses, and offer specialized services to ambitious people in business. Also we are passionate about education, to adapt to change and be innovative. Our investment service specializes in helping deliver a scalable, consistent yet individualized client experience.
Superannuation
- SMSF establishment
- Superannuation planning and strategy
- Superannuation Guarantee, salary sacrifice etc
- Pension including Aged Pension
- Limited Recourse Borrowing Arrangement
- SMSF Property Advice
- Estate Planning
- Insurance
Investment
Our dedicated investment manager aims to deliver a modern investment service that reduces the complexity and costs associated with delivering traditional investment management to clients. Our investment portfolio covers:
- Bond including corporate bond
- Australian equities
- International equities including US, Europe, Japan, HK and other Asian markets.
- Property Investment
Our Business Services
We aim to provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We've also developed our traditional auditing and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results.
Compliance
- Income Tax Return preparation for Individuals, Partnerships, Companies, Trusts and Superannuation Funds
- Financial Accounts Preparation
- Bookkeeping
- Corporate Secretarial Services reporting to ASIC
- Income Tax Planning and Tax Minimisation
- Trust Account Audit
Business Advisory
- Business Planning and Advisory (esp. medical practitioner and property development)
- Capital Gains Tax Calculations
- Employee Share Scheme
- Estate Planning
- R & D Incentive
Our Superannuation Services
Self-Managed Superannuation Fund (SMSF) is a vehicle for many Australians to take control of and build up wealth for their retirement and enjoy the benefits of having worked for many years. The significant tax advantages encourage us to save more through superannuation over the years, and provide an income in retirement that will sustain a desired lifestyle.
SMSFs offer a wide range of benefits and require an appropriate level of administration, management, advice and accounting to ensure compliance with complex legislation and annual audit requirement.
SMSF Compliance
- SMSF Administration
- SMSF Financial Reports and Tax Return
- SMSF Audit
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