Accounting and Taxation
We can provide a comprehensive range of accounting and taxation services for entities such as companies, trusts and SMSFs. Having us organise your accounting and taxation services ensures that all of your financial needs are managed seamlessly and in the most cost and tax effective way possible.
All work is completed by highly qualified accountants and registered tax agents, giving you absolute confidence that your financial affairs are in the right hands.
Trevor Boyle
Director and Financial Planner
Trevor has over 20 years experience in the financial services industry, including a long standing position with one of our major banks where he was consistently rated in the top four financial planners in Australia.
In early March 2008, Trevor established Quay Financial planning in Geelong which offers traditional financial planning services specialising in retirement planning. Quay Financial Planning is the first and only financial planning practice in Geelong to offer a formal retirement counselling process and service to its clientele.
Trevor has extensive experience providing strategic planning advice and ongoing service to clients in various stages of their lives, ranging from those beginning their careers, families of all ages, retirees, companies and businesses both small and large.
Trevor has a unique ability to translate complicated financial planning concepts into a language others can understand and is passionate about educating and helping others. Trevor is a co-owner and developer of an educational board game called “Mazerro – Where Kids Learn to Master Money” which teaches children money handling skills and concepts. Mazerro was featured on the “Today Show” by Channel 9 finance expert Ross Greenwood and has been purchased by the public across Australia. Access to “Mazerro” is available via Quay Financial Planning’s website
Trevor Boyle is an authorised representative (322857) of Rimbal Investment Services Pty Ltd (AFSL 472548).
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Relevant Articles...
Tax Time! Don’t Forget Your Investment Income
With the 31 October deadline approaching, it’s a great time to ensure your tax return is complete, particularly if you have investment earnings. While your salary details usually pre-fill, the responsibility for accurately reporting income from assets like rental properties, shares, and cryptocurrency rests solely with you, and the ATO is actively using its advanced data-matching capabilities to check this information. This article walks you through some of the most common types of investment income that people sometimes forget to include