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Combined Accounting / Planning practice
(location not disclosed)

• Ref: 37085
• Price: (POA)
• Turnover: $1,400,000

Well established accounting and financial planning practice located in the New England district.

This full services practice generates fees of approx $1.4 Million with 70% of turnover attributable to Superannuation/Investment services and the remaining 30% to Taxation and Accounting services. The practice provides a range of specialist superannuation advice and currently has approximately $70 million in funds under management generating recurring income of $120,000 pa. A complete portfolio management service is offered generating fees of $195,000 per quarter.