Adding to an already growing team at local accounting firm, SDP Tax Accountants, is a new face. Heading the local team of 14 is David Fitzgerald, who comes to the firm with 20 years’ experience.
Among several services SDP Tax Accountants’ offer, a relatively new one is Self-Managed Super Funds for those preparing for retirement.
“We have traction in that space as retail super funds aren’t performing as well,” David told The Adviser. “If readers have the appetite to self-manage their super, we can help,” David said.
Other financial services on offer are:
* Individual taxation returns. The firm’s point of difference is that individuals and businesses’ tax fees are deducted from tax refunds allowing better cashflow for the client.
* Tax minimalisation for large and small business.
* Tax compliance (BAS, IAS & Tax Returns)
* Business management advice.
* Mergers & acquisitions.
* Purchasing or selling your business.
* Estate & succession planning. Generation change.
David began his public practice accounting career in 2000 and has spent 20 years learning and perfecting his accounting and business advisory skills. David started his accounting career locally in Cobram, worked in Melbourne for a period and has now returned to Shepparton.
In more recent times, David has been self-employed within the public practice accounting industry. He is passionate and driven, and this has seen his career evolve dramatically over the years to CEO and Head of Finance at Future Business Group Pty Ltd. He is now ready for his next challenge and is excited to share his knowledge and assist the team at SDP Tax Accountants in delivering expert tax services and advice to all our valued clients.
“Nick, Jenny, Gerard and the team who you have all grown to know and trust are here operating as usual,” David said.
Feel free to reach out and contact the office if you have any questions.
SDP Tax Accountants are located at 18-20 Ashenden Street, Shepparton, phone 1 300 436 829
