Professional Investment Services offers a broad range of financial and business development services that are backed by our ongoing support and expertise. Our size, skills and success enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that we are a progressive company in the ever-evolving financial services profession.

PIS has appointed Wade Smith (245219) as an authorised representative to provide the following services on behalf of PIS

• Financial Planning
• Retirement Planning
• Superannuation
• Personal Insurance Services

Professional Investment Services Pty Ltd (“PIS”) is the holder of Australian Financial Services Licence No. 234951 under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.

AFSL No. 234951  |   ABN 11 074 608 558

General Advice Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS  nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Professional Investment Services Pty Ltd

PIS Head Office
Level 14, Corporate Centre One
Corner Bundall Road and Slatyer Avenue
Bundall QLD 4217

Email: info@profinvest.com.au
Website: profinvest.com.au
Phone: (07) 5574 0244
Fax: (07) 5574 0180

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Establishment & Management of Small Business

Careful planning and the right advice will ensure the establishment of your small business is a trouble free experience. We will work closely with you through the vital early stages to give you the best options for the management of your business and to ensure its longevity.

Budgeting and forecasting are essential management functions of business. Forecasting for a business can be an overwhelming task and producing accurate figures may be a fundamental factor in giving your business a better chance of success. Budgeting and forecasting are also a prerequisite of financial institutions for loan purposes, which makes it an essential requirement for business owners.

Cash Flow Improvement

Poor cash flow can lead to the failure of an otherwise healthy business. We can teach you how to monitor your finances, forecast sales and expenses, and adjust your strategy based on financial analysis. We can also provide financial planning to help you set up a cash reserve and organise backup finances.

With our business advisory service we aim to work hand in hand with our clients to provide strategic planning relevant to your business needs. Most importantly, knowledge enhances your ability to succeed. We offer you the understanding of why and how decisions will affect you.

Wherever possible, we encourage clients to record their own data. Our bookkeeping training helps clients to “keep their finger on the business pulse” so that unhealthy trends can be corrected.

We understand the demands of owning and operating a business. Our objective is to help our clients succeed by providing them with a service that satisfies all of their bookkeeping needs.

Business Tax

We can assist you with all of your business tax lodgements as well as provide advice on GST and BAS related issues. We can also arrange ABN and GST registrations and work with you to find the appropriate tax and superannuation structure for your business. Our experienced team will minimise your business and tax exposure by lawful planning while also working to improve the efficiency of your tax processes on an ongoing basis.

Individual Tax

For individuals, our experienced and proactive team will work with you to prepare your income tax return and give taxation advice for future returns so that you achieve the best outcome suitable to you and your circumstances. You can be confident that your tax return will be completed professionally and accurately, whilst taking into account all tax entitlements for individuals, families and couples.

Our goal at Arthur M Smith and Associates is to provide the very best in accounting services and advice. We are committed to offering a flexible and skilled approach, which means we can tailor our services to each client’s specific requirements.

Email: admin@amsmith.com.au

Phone: (07) 4926 2383
Fax: (07) 4928 4148

Postal address: PO Box 5409, Red Hill Rockhampton, 4701

Office hours:
8am to 5pm Monday to Thursday
8am to 12pm Friday

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• http://www.abr.business.gov.au/
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• http://www.centrelink.gov.au
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Our partners

• http://www.aussie.com.au/find-store/qld/rockhampton.htm
• http://www.profinvest.com.au/

Arthur M Smith & Associates continues to provide professional accounting and taxation services to our valued clients throughout Central Queensland and Australia and we are committed to this high standard of cost-effective service.