FINANCIAL SERVICES
INSURANCE
While good business operators make provision for the future, even the very best are unable to foresee the totally unexpected – a fire, legal action, loss of a key employee. For this reason MSI Taylor Financial Services offers a range of insurance products to help business owners protect their assets.
BUSINESS SUCCESSION PLANNING
Many a thriving business has fallen by the wayside due to poor or insufficient succession planning.
When will the current directors retire? How will ownership pass to incoming directors? Will there be sufficient funds for incoming directors to buy the shares? Will there be capital gains tax (CGT) on the sale of the business?
Like preparing a will or buying life assurance, business succession planning is a topic too easily put to one side in the hurly-burly of day-to-day commercial activity.
RETIREMENT PLANNING
Like business succession planning, retirement planning can't start too early. At the heart of any plan is the objective of a tax-effective income stream both in transition-to-retirement and retirement itself.
How should assets be owned, when is the appropriate time to retire, how to ensure the assets grow at the same time as producing income?
MSI Taylor's financial services division can provide the answers to all these questions.
LENDING, LEASING AND FINANCE
There are times in the life-cycle of any business when additional funds are needed to finance expansion, diversification or the purchase of income-producing vehicles and machinery.
Through an association with Professional Investment Services and its sister company Australian Loan Company (ALCO), MSI Taylor Financial Services is an accredited mortgage consultant and able to arrange a finance package specifically suited to an enterprise's needs.
ABN 40 100 947 804
INVESTMENT STRATEGIES
Individuals as well as the trustees of SMSFs can benefit from investment strategies researched and compiled by MSI Taylor's authorised financial planners.
With a strategy in place, MSI Taylor can monitor investment performance and ensure that the portfolio contains the appropriate blend of investments – cash, shares, property and bonds/fixed interest.
WEALTH CREATION
Wealth creation is an option for everyone, not just the wealthy. With a reasonable income and clear goals for the coming years, anyone can build wealth.
Through comprehensive and well-researched planning advice MSI Taylor will determine the best way to achieve financial goals and ultimately increase wealth and lifestyle.
ESTATE PLANNING
Estate planning involves deciding now where assets will be distributed after death and then documenting the plan. It is a specialised field which brings together a number of professions: financial, legal, insurance and accounting.
Through MSI Taylor Financial Services, their clients have access to all areas of expertise through one experienced authorised planner who will co-ordinate the various disciplines to produce a tax-effective, workable plan.
SUPERANNUATION
MSI Taylor through it accounting services arm is able to advise on all matters relating to set-up, compliance and operation of a SMSF.
Through the financial services division, MSI Taylor can provide investment strategies and advice for a range of investment options including shares (what and when to buy), fixed interest, (where to find the best rates), managed funds, real property (commercial vs residential), property trusts (listed vs unlisted).
PROFESSIONAL INVESTMENT SERVICES
The Advisors of MSI Taylor can provide financial services as Authorised Representatives of Professional Investment Services Pty Ltd ABN: 11 074 608 558, an Australian Financial Service Licence holder (No 234951).
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PIS Head Office:
Level 14, Corporate Centre One
Corner Bundall Road & Slatyer Avenue
BUNDALL QLD 4217
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