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WMC Accounting, Geelong, Colac, Bellarine Peninsula

Wealth Management

Whether advising on the ownership structure, or the implications of property transactions from a commercial and taxation perspective, WMC Accounting have resources and access to vast experience.

Structuring

We can provide advice on whether properties should be held through a corporate structure or personally.

Capital gains tax planning is crucial and consideration needs to be given before the transaction is entered into to avoid the pitfalls. We are able to advise clients on the use of tax efficient vehicles to negate these areas.

Accounting

We can provide advice on how the Margin Scheme can effect transactions and the positive and negative ramifications it can have.

Property

Whether you are simply refinancing your existing home loan, looking to invest in a property or buying your first home, we can help you find the most suitable loan for your situation.

WMC offers you wide choice, convenience and a high quality service tailored specifically to you. 

We can also assist your small to medium business with streamlined vehicle finance such as:

  • Chattel Mortgages
  • Commercial Hire Purchases
  • Finance Leases

Shares

Looking at investment in the share market? We can connect you with licensed financial advisers to give you sound advice on increasing your wealth through a diversified share portfolio.

Personal Development

Maybe you need general advice on developing a range of the above techniques as well as any other ideas you may have of your own. Personal Development aims to provide a complete solution to your Wealth Management needs.

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