Porter & Stein

50 years of experience empowering
Individuals & Businesses

wealth protection

asset protection structures

estate planning and wills

succession and retirement planning

tax

preparation of tax returns for individuals, partnerships, trusts, companies and superfunds

provision of tax advice in all areas including residency, capital gains, FBT and GST

advice on tax effective structures and strategies for you and your business

accounting

bookkeeping service and advice

preparation of business activity statements (BAS)

preparation of management accounts and annual financial statements

restructuring

preparation of budgets and forecasts

secured and unsecured financing options

implementation of systems to improve cash flow

superannuation

formation of self- managed superfunds

advice on all aspects including contributions and pensions

compliance work, including annual financial statements, tax returns and ancillary documentation

administration

formation of companies, trusts and self- managed superfunds

maintaining corporate structures and attending to ASIC requirements

registrations and applications for business names, ABN’s, GST, TFN’s and PAYG

Ian Porter

FCA

Russell Stein

FIPA/CTA

Wendy Taylor

CPA

Ash Panchal

CPA

Alan Stodel

CFP

Ilana Kalmin

CPA

1 Charles Street
South Perth WA 6151
Australia

08 93675500

hello@porterstein.com.au

Russell Stein is an authorised representative (No. 124 4963) and I J Porter & The Trustee for Russell Stein Family Trust ABN 40 320 129 289 is a Corporate Authorised Representative (No.124 4964) of SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL 430062