Yearly Archive: 2015

Succession planning for Casterton clients

22/12/2015 by Chris McDonald in Succession Planning

If you are looking for a succession planning service in Casterton, Sinclair Wilson’s accountants will find the best solution for your business using all the tools at our disposal; including Self-Managed Superannuation Funds (SMSFs). Succession planning is a very individual thing as no two situations are the same. It is not uncommon for our clients,...

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Rural accountants for primary producers in Mount Gambier

17/12/2015 by John Miles in Tax & Business Advice

People involved in primary production are different. It’s a lifestyle as well as a business, one which gives a sense of satisfaction that other people, not associated with farming, have not experienced. The fact that your livelihood is controlled by factors outside your control gives you a different outlook and is the driving force behind...

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Rest easy with retirement planning in Warrnambool

01/12/2015 by Adam Smith in Audit & Advisory

Early retirement planning is crucial for those wanting to position themselves for a comfortable lifestyle during retirement. Whereas those that leave retirement planning until retirement becomes imminent will likely find themselves with little scope to improve their lifestyle and may be forced to make a number of uncomfortable decisions, which may involve working longer or...

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Sinclair Wilson Investment Services bring home top Lonsdale awards

04/11/2015 by Sinclair Wilson in Awards

The awards dinner at this year’s Lonsdale conference was decidedly a night of celebration for Sinclair Wilson Investment Services. Not only did the team take out the top prize to become Lonsdale’s Dealer Associate of the Year; Sinclair Wilson Investment Services Director, Les Batchelor, was honoured with the Brian Murray Community Spirit Award. Sinclair Wilson...

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