For over twenty five years Grzic Partners has successfully established an impeccable reputation. Our clients range from individuals to small and medium businesses as well as Trusts and Self-Managed Superannuation Funds. More recently Mentor Financial Advisors have come on board to further address your future planning requirements.
Grzic Partners offers complete and expert accounting services (including book keeping where required), for all types of business and spanning across various industries. Whatever type of accounting service you require, you can be sure Grzic is ready to provide personalised service that offers fixed price accounting which is tailored to your specific requirements.
We believe that our firm has the experience to fulfil your requirements in an efficient and cost effective manner. We have significant experience with:
Preparation of Financial Statements
Grzic Partners is a certified and accredited Xero Partner offering simple and secure online business accounting which provides you with the freedom to manage your business anywhere and anytime. Also offered is MYOB and QuickBooks accounting.
Priding ourselves on a proactive and ongoing approach in managing all your taxation affairs our compliance service offers preparation of tax returns for:
Trusts (both fixed and non-fixed)
Self-Managed Superannuation Funds
Grzic also consult on GST, PAYG, fringe benefits tax and capital gains tax
Why try to reinvent the wheel? Keep your business dreams and plans simple and enjoy a non-chargeable first meeting with our Director, Milan, and Financial Planner/Senior Accountant, Paul, to assist you with all your business matters – both big and small.
Grzic can assist from the very beginning of your dream to own and operate your business through to the end by offering:
Accounting packages (including book keeping services to keep you completely on top of the game)
Advice with GST, PAYG and Business Activity Statements
Financial statements and tax returns
Business valuations, business purchases and business sales
The first step is to call the office on 02 9647 2008 and arrange a mutually convenient time to discuss your plans and lay a path to the new you!
Meet with our Financial Advisor, Paul, who will recommend a strategy for you after carefully considering suitability for your individual situation for your superannuation fund or retirement investment.
After mutually agreeable discussions with Paul, Mentor Financial Advisors in conjunction with Grzic Partners you can complete:
The setup of your Fund
Special Assistance advice
Financial account and Tax Return Preparation and Lodgement
SMSF Regulatory advice to Trustees considering borrowing through a SMSF
Packaged administration services for SMSF reporting, Annual Compliance, Regulatory Return and Technical assistance with superannuation funds and pension issues are also offered.
Come and meet with our professional financial planner who will tailor your road to financial success.
Paul, from Mentor Financial Advisors, is happy to discuss your future with you and can offer:
Cash flow management
Financial risk management
Business succession planning
Contact the Office and arrange an appointment to your financial freedom.
Who is my adviser?
Your adviser will be Paul Masina and Integra Business Services Pty Ltd atf Mentor Financial Advisers Trust trading as Mentor Financial Advisers are Authorised Representative Nos 1239796 and 1239797 (respectively) acting under authority from Synchron AFS Licence No. 243313.
Paul has been in the financial service industry for over 25 years and has enjoyed a successful career in banking and finance as a Credit Analyst, Operations Manager and Financial Controller with major Australian and international banks, has had an active involvement in Australian politics and the last 10 years with Grzic & Co as a Senior Accountant and Business Advisor.
Paul is a Registered Tax Agent and a Fellow of the National Tax and Accountants Association (NTAA). Paul has a Diploma of Financial Planning and has accreditations in Self-Managed Superfunds and Margin Lending.
Married with 2 young boys Paul directly understand the emotions and challenges that client’s face in trying to juggle the demands of a family and building for their future.
What kinds of financial services are you authorised to provide me and what kinds of products do those services relate to?
Paul Masina is an employee of Mentor Financial Advisers who are both authorised by Synchron to offer you the following services:
Provide financial product advice and to deal in a financial product by arranging for a financial product to be acquired, disposed of, or varied.
Paul Masina can provide advice on and deal in the following products:-
Deposit and Payment Products
Debentures, Stocks or Bonds issued by a Government
Life Products, including
Investment Life Insurance Products
Life Risk Insurance Products
Interests in Managed Investment Schemes (incl. IDPS)
Retirement Savings Account Products
Self-Managed Superannuation Funds
Standard Margin Lending Facility
General Advice Warning
The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances.
At Grzic Partners we have a number of different packages and options which we can customise according to your business needs.
With a growing rate of business’ moving toward web based accounting, we find the best plan is a monthly account management package which will ensure your business accounting is full managed throughout the year, including your annual tax return and quarterly reporting where applicable. Monthly accounting packages start from just $80/month for a sole trader and $200/month for a company. Contact us for more information so we can tailor a package that is right for you.
Business only tax returns start from $500. Please contact us for an exact quote.
Staff charge out rates for all other accounting matters, financial planning and superannuation start from $150 per hour and increase depending on the level of seniority of accounting staff required. We use our discretion to give the job to the most suitable staff member for the job at the lowest appropriate rate. All rates will be agreed with you at the time the task is undertaken.
These rates do not include GST.
This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.