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1. #Xero accounting software for lawyers how to
2. #Xero accounting software for lawyers full
3. #Xero accounting software for lawyers professional

Estate Planning: Identifying strategies to achieve estate planning wishes and how to structure it.Tax planning: Strategies to minimise tax where possible while creating wealth.Investments: Identifying personal investments to help to achieve goals.Retirement planning: Maximising retirement benefits by identifying strategies & investments.Wealth protection: Analyse suitable cover and amounts for Life, Total and Permanent Disablement insurance, Trauma & Income protection.Wealth creation: How to build wealth by identifying suitable strategies.Superannuation & SMSF: Strategic advice to identify suitable structures and how this will help to achieve goals.I specialise in holistic strategic advice as listed below: I work closely with high net wealth professionals, including specialist advice for Lawyers, Medical Practitioners and Business Owners.

#Xero accounting software for lawyers full

I joined Wilson Pateras to be part of a dynamic and growing organisation that strives to provide the highest quality of advice to its clients whilst developing its people to their full potential. I also have an interest in accounting software and information technology, and have previously spent a number of years as a part time IT manager.

My experience is diverse from the preparation of tax returns and financial statements for all types of entities, to tax planning and business structuring strategies, to navigating through ATO audits, assisting clients with family law matters and have experience consulting to international corporations. I am a member of CPA Australia, hold a Bachelor of Science from the University of Melbourne, a Graduate Diploma in Accounting from Monash University and I am a registered tax agent.

#Xero accounting software for lawyers professional

I have over 18 years experience in professional practice working on diverse client bases ranging from small, medium and large businesses to high net worth individuals. I place great emphasis on building and maintaining client relationships. My approach of putting the client first has built considerable trust between myself and my clients. I am an extremely client focused individual who strives to provide the best possible advice to my clients. Liability limited by a scheme approved under Professional Standards Legislation, other than for the acts or omissions of financial services licensees.

Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information. You should also read any relevant disclosure documents. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events.