Self Managed Super Funds -YBM -Yates Baker McLean – Accountants and Business Advisors

businesssmsf

Our highly skilled team of SMSF specialists work with financial planners, solicitors and trustees to help you establish and run an SMSF that ensures the best return.

The world of SMSF’s can be a complex place. Our SMSF team of experts take a holistic approach to SMSF’s so they take account of business strategy, tax planning and your retirement needs. Their in-depth, up-to-date knowledge of SMSF’s cuts through the red tape to help you in the effective running of your SMSF, remove some of the financial worry of your financial retirement planning and ensure the best outcome.

Our SMSF services include advice on:

SMSF Audit
Superannuation Planning & Advice
Purchase & Setup
Tax Returns
End-of-year Financial Statements

YBM Super Advice Pty Ltd, ABN 57 613 761 327 is a Corporate Authorised Representative Number 1247149 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

www.meritwealth.com.au | Privacy Statement. |

Merit Wealth Pty Ltd | GPO BOX 4463, Sydney NSW 2001 | Lvl 2, 115 Pitt St Sydney NSW 2000 | Ph: 1300 785 611 | Email: contact@meritwealth.com.au

Testimonials

YBM are much more than just tax and accounting, they are a key player in our management team. Thanks YBM!

Management Team – Ellis and Sons Group.

YBM think outside the box to create solutions for different scenarios

Central West Financial Solutions.

I have found YBM to provide a professional and efficient service with excellent communication.

Kim Buckland – Canobolas Glass.

The team at YBM are always happy and willing to help with Financial advice and planning, budgeting, accounting services and software.

Communication and confidentiality are a priority for us.

The help from YBM during the drought and knowledge with funding RAA applications was invaluable.

Helen, Farmer.

YBM are a professional firm with a highly skilled team of individuals specialising in all areas of Finance and Accounting. Great to work with.

Scott Cantrill, Director – Allmould Plastics Pty Ltd.

We have been clients of YBM for over 40 years. Some of my clients have been clients of YBM for longer than that. YBM has always been helpful and up-to-date with accounting and tax information. The present professional accounting members and other staff at YBM continue this service with a down-to-earth approach that never makes you feel like you are asking a stupid question. Well done Team YBM.

Ernest Shave, Director – Galbally Pty Ltd..

YBM’s guidance, knowledge, enthusiasm and helpful nature have guided us to start and grow our new business

Matt S, owner/director of Cabonne Constructions.