Frequently Asked Questions 2024

Certainly, Eclipse Advisory Pty Ltd is regulated by the Australian Securities and Investments Commission (ASIC). We possess an Australian Financial Services (AFS) license that authorises us to offer financial advice and services. ASIC establishes and enforces guidelines and standards to ensure that firms like ours operate ethically and prioritise our clients’ best interests.

Eclipse Advisory can provide a wide range of support in the realm of business and financial advice. This includes evaluating your existing financial status, crafting a customised financial strategy, offering investment suggestions aligned with your objectives and risk appetite, furnishing insights on tax planning strategies, aiding with retirement planning, assisting in debt management, and delivering continuous guidance and counsel to help you achieve financial prosperity.

Eclipse Advisory excels in tax and accounting services using a personalised and comprehensive approach. With over 35 years of experience, we understand your unique financial situation, craft strategies that align with your goals, and comply with superannuation and financial advice laws. We prioritise ethical practices, always putting your best interests first. Our dedication to your financial well-being includes continuous support and adjustments as circumstances change. At Eclipse Advisory, you’re not just a client; you are our priority.

Our expertise in superannuation is all about you. We understand your retirement goals are unique, and we are here to help you achieve them. We will work closely with you to create a personalised superannuation strategy that aligns perfectly with your aspirations, making sure you’re always in compliance with Australian superannuation laws. Our guidance doesn’t stop there; we’ll help you make intelligent investment choices within your super fund and retirement plan and regularly review and adjust your strategy as life unfolds. With Eclipse Advisory, your superannuation is in capable hands and dedicated to securing your financial future.

Our Pre-June Review service offers significant benefits to our clients. This service ensures compliance and timely lodgement of tax returns, providing peace of mind and avoiding potential penalties. We organise meetings and discuss how our clients optimize tax planning, helping clients reduce their tax liabilities for the current year while exploring available tax-saving options. It also addresses trust distribution decisions, ensuring clients stay ahead of regulatory changes and avoid potential tax pitfalls. Furthermore, our team assists in projecting tax filings and managing cash flow, helping clients navigate financial challenges effectively.

Our expertise in revenue forecasting, gross profit analysis, business model adjustments, capital expenditure planning, marketing cost estimation, and expense monitoring contributes to informed decision-making and financial success. In summary, our Pre-June Review service empowers our clients, ensuring financial compliance and strategic financial planning, leading to improved financial outcomes. Eclipse Advisory is dedicated to your long-term financial success.