Ascendia

Why Ascendia?

A Multi-Profession Team

The key difference with us compared to your average accounting, law or investment firm, is that we are tax accountants, in house commercial, property & estates lawyers and independent qualified investment managers who collaborate all day to deliver you additional options and opportunities that in our experience you cannot access from service providers with a more narrow focus.

We provide a team of experienced partners from a range of professions to deliver to business and investment clients the following services:

• Tax Agents and Advisory
• Public Accounting including General Purpose Accounting
• Audit Services, including trust account audits
• Commercial Law
• Estates Law, including relating to business groups
• Property Law, including pursuant to property developments
• Independently ASIC licensed Investment Advice and Management Services

Our partners have a combined 75 years commercial and investment experience, to ensure your business and / or investment approach is the best available.

Who Are We?

The Ascendia principals you deal with are owners in the ascendia business they operate in, as such they have a long term stake in delivering you an excellent service. Our partners each have a minimum of 10 years experience in senior public practice.

Accountants

The accountant teams / companies are:

• Ascendia Accountants (Brisbane) Pty. Ltd.
• Ascendia Accountants (Maroochydore) Pty. Ltd.
• Ascendia Accountants (Noosa) Pty. Ltd.

The accounting companies do not provide personal investment advice or investment managment services as regulated by the Australian Securities & Investment Commission (ASIC). This service is provided, as required, by the ASIC Corporate Authorised Representative – Ascendia Wealth Pty. Ltd – of the licensed financial services provider Ascendia Pty Ltd. (AFSL 307308).

Similarly these accounting companies do not provide legal services – which is provided by Ascendia Lawyers Pty Ltd, which is outlined below.

Lawyers

These services are provided by Ascendia Lawyers Pty.Ltd. This Directors of the business and the principals that provide service to you are the owners of this business. You can review ascendia lawyers services in more detail at www.ascendialawyers.com.au .

Ascendia Lawyers is regulated by the Queensland Law Commission and is a member of the Queensland Law Society. Ascendia Lawyers is an Incorporated Legal Practice and practising solicitor of the Supreme Court of Queensland.

Ascendia Lawyers has associates in other states and territories, which it works with where appropriate to deliver services to its clients in these jurisdictions.

Investment Advisors & Managers

Ascendia Wealth Pty. Ltd. is a corporate authorised representative of Ascendia Pty. Ltd. AFSL 307308, which is independently licensed by ASIC to provide investment and financial advice and management services. You can review these services in more detail at www.ascendiainvestment.com.au .

Both companies are regulated in the first instance by the Australian Securities and Investments Commission (ASIC), which has specific and sole responsibility for regulating Australian Financial Services Licensees and their Authorised Representatives in their professional capacities.

This business is also regulated in general terms like most companies also by the Australian Taxation Office and ASIC in respect of the Corporations Law generally.

This business does not provide taxation or accounting advice or services as regulated by the Australian Taxation Office (ATO) and is not a registered tax agent. These services are provided by the accounting businesses outlined above. This business does not provide legal advice either, which is provided by Ascendia Lawyers.

Ascendia Wealth and Ascendia co-operate in branding and marketing. Ascendia and Ascendia Wealth is independently owned and operated by the principal and operators of this business, there is no ownership or distribution arrangement with any bank, insurance company or other financial services provider.

Please refer to the current Ascendia Financial Services Guide for more details regarding our formal and professional qualifications and experience.

Ascendia in Mitchelton, Brisbane, QLD categorized under Accountants offering services such as Investment Advice, Accounting, Estate Planning.

Some other services offered by Ascendia include Retirement Planning, Tax Audits & Investigations.

Call Ascendia to ask question about our services.

Services

Accountants

Lawyers

Investment Managers

Businesses

Construction Trades
Executives & Professionals
Engineering Services
Ex Pats & Cross Nats
Hotels & Hospitality
Information & Communicatons
Investors & Retirees
Management Rights
Lawyers
Medical & Health Services
Property Development
Real Estate
Pharmacies
Residential Aged Care
Tourism

Testimonials

“The Investment Accounting and Legal team at ascendia are able to provide accurate and practically useful tax advice and business and investment structuring advice and implementation services.

They are proactive in identifying where we can do things in a better way – in advance of entering into any investment – as a result they assist us to get the best out of our investment(s) and our business at the same time.”

“Management Rights & Hospitality Business

The Ascendia partners genuinely care about how we are going. They work hard for us. This translates into great service – not busy work or lip service. When you’ve been in business as long as us you can tell the difference.

What we also like of course is the comprehensive service, and we have and continue to use the following:

Value for money residential management right trust account audits as required by the office of fair trading
Due diligence related services
Bank reporting and assistance in obtaining bank
Comparative business analysis
Investment planning
Obtaining Business Finance and re-Finance
Understanding the multiple income streams available to our business
And they make House calls.”

“Ascendia delivers a variety of professional outcomes when needed – for larger business and investment plans…

Our investment and business plan ideally required various professional services delivered in a coordinated and collaborative way. I mean we needed the services of a firm that could practically deliver tax accounting, super accounting, commercial law, property law – even technical bookkeeping outcomes – at the right time and place. We have found that Ascendia does deliver.

Ascendia delivered this through an action plan they documented with me – to ensure my investment plan was implemented – and then they worked with me until it was in place supporting my group at each step of the way.”

“We are a family business that has been operating for almost 25 years. We have been impressed by how proactive the professional team at Ascendia are. We have found their multi profession approach has been beneficial to our firm.

We have benefited from asset protection advice and implemented arrangements, estates advice and amendments (including to POA’s, EPOA’s, BDN’s, Wills etc.) and of course from regular tax estimate and advisory service to give us the peace of mind to know that we are doing everything we can to manage our tax position appropriately and to the best benefit available to us. Angela, Sherman and Natalie also make house calls!”

“I have been in the security industry for many years and continue to work to innovate in this area, some of you may have heard of K9 security – the leading dog security company.

I recommend the Ascendia partners because they are proactive in working with you on your business needs, whether the staffing or subcontractor arrangements you have in place, the debtor collection procedures or recovery approaches you have or your funding requirements for instance – not just on your tax compliance needs. Their in house lawyer and investment advisers mean you can start acting for your future after business, while you are still building your business – with people who care about your long term situation.”