Client Testimonials

Excellent Service? Don't take our word for it, here's what our clients say:

 

Mike & Cynthia say...

Property Investors & Business Owners & Operators

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.

Cynthia & Mike M. Property Investors & Business Owners & Operators

Cathy & Rod say...

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.

Cathy & Rod. Proprietors: Management Rights & Hospitality Business

Robin says...

Consulting Engineers (est.1985)

We initially engaged Ascendia as our tax accountants - and we found that they were very good at this. We do our own book-keeping with MYOB, then hand our MYOB files over to Ascendia for analysis and preparation of tax returns. They are fast, they make the whole process so easy and they are always available when we need accounting advice.

But we have found that Ascendia has far more to offer than simply preparing tax returns.

  • Their financial planners helped us to structure our superannuation to maximize returns and provide finance for purchase of new office premises.
  • Their legal department showed us how to clarify our legal relationships with contractors, to remain within the law regarding the provision of personal services.
  • They also provided invaluable assistance in developing a succession plan for the business.

Ascendia's combination of accountants, financial planners and lawyers creates a synergy that provides great support for a professional business like ours.

In summary, their service has been excellent and far exceeded our expectations.

Robin Russell & Associates Pty Ltd – Consulting Engineers (est.1985)

Damian says...

Hotel, Hospitality & Development Business

The team at Ascendia are very supportive of my business, and are true business accountants, not just tax accountants or tax agents, they:

  • Are proactive in terms of business issues, raising issues and responding to any business issues I have to deal with in a supportive and timely manner
  • Turnaround all financial reporting requirements very quickly when I need a speedy response
  • Give me reminders and support regarding business deadlines
  • Special work and ad hoc services to assist me to manage my stakeholders

– truly business accountants.

Damian G., Owner & Operator: Hotel, Hospitality & Development Business.

 

Jan says...

Investor & Self Funded Retiree

I have used Ascendia Accountants, Lawyers and Investment Mangers for 12 years, and will continue to do so. 

I have confidence in the team at ascendia because of their technical competence and full service approach in dealing with my personal matters and Self Managed Super Fund portfolio.

They offer a full service - so they deal with any changes in the super environment by raising it with me - so I can elect to have them include it with their existing service provision. 

The combined professional service from Ascendia has missed nothing over the years, and I have elected that it now includes, for instance:

From Ascendia Accountants:

  • Annual Investment Strategy in keeping with my portfolio asset allocation

  • Annual Trustee Minutes

  • Minimum Pension Amounts calculated and notified to me every year as a reminder letter in June

  • Complete Financial Report including the financial accounts and an Annual Report For Trustees including any matters we need to attend to

From Ascendia Lawyers:

  • Updated Death Benefit Nominations - or other estates matters - as required from Ascendia Lawyers

  • Superannuation Deed Updates - as required - from Ascendia Lawyers

From Ascendia:

  • Ongoing Investment Portfolio Advice and Mangement form the Ascendia Investment team.

Jan S. Self Funded Retiree

Keith says...

Leading Medical Services Provider

I have worked with the principals at Ascendia since they set up the business. I use their:

  • tax accounting and lodgment service
  • tax advice services and
  • investment advice and management services.

The principals I deal with at Ascendia recognize that I am inundated with information in my professional life and so have no capacity nor tolerance for padding or irrelevant information. 

Ascendia doesn’t give me extraneous information, they just give me what I need to know to look after my interests.

I have found that:

  • Their work and support as provided to me is always in a timely fashion
  • They are personally available when I need them
  • They fit in with my busy routine.

Ascendia gives me timely, competent and complete advice at the opportune times.

Keith H. Medical Clinic Director: Leading Medical Service Provider

 

Ryan and Martine say...

Construction & Hydraulic Engineering Services

"We use the services of Ascendia because they provide the full package of services we need to enable us to concentrate on making money, winning contracts and undertaking and completing projects.

Andre, the partner who looks after our account at Ascendia, knows our business and delivers the support we need when we need it to assist us to focus on our business, to develop it and to grow it. As and when needed he brings in the relevant professional team member whether lawyer, investment manager, business consultant, tax accountant etc. and the services we need including:

  • Full bookkeeping and BAS services for all or any of our entities
  • Financial accounting and ongoing reporting for any financier or stakeholder requirements for specific projects
  • Tax planning and estimates to allow us to budget our cash flow
  • Cash flow budgeting
  • Compliance accounting and tax returns
  • Asset protection advice in conjunction with the Ascendia solicitor
  • Business Risk management including pertaining in to subcontractors, the new property register, and asset protection generally.
  • Estates arrangements fully documented for a large group of companies.
Ryan and Martine C. Construction & Hydraulic Engineering Serviices

Peter says...

Investor / Business Person

Ascendia can guide you through all the issues to get to the retirement thing, whether legal, business, family, estates, tax, or investment:

I recommend Ascendia to my friends who are thinking about retiring, maybe thinking about a self managed super fund, and getting their personal and / or business affairs in order to enable them to retire.

I know my friends can rely on Ascendia’s service even if my friends are not sure of exactly how to go about what they want to do… because I have seen Ascendia take responsibility for the whole process to facilitate what someone in my circumstances is trying to achieve.

For instance, I don’t need to find an auditor for my self managed super fund – because they have a preferred supplier at a wholesale fee rate.  I don’t need to remember to document an investment strategy that’s consistent with my investments, because they include this in their service.

Whatever it is the client needs in their particular circumstances, Ascendia professionals work to anticipate and deliver on the whole process -  you wont be left in the lurch with a problem or find yourself traipsing around town from accountant to lawyer to auditor to broker. There are better things to do!

With the Ascendia guys you can have the peace of mind of your own super fund without the dramas."

Peter A. , Investor / business person (est. 1982)

Rob says...

Property Development  & Investment Group (est. 1975)

"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."

Rob B., Managing Director, Development Group (est. 1975)

Mark says...

Building Supplies Wholesaler

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!"

Mark Collins, Director, Building Supplies Wholesaler

Scott says...

Leading Security Services Provider

"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."

Scott D., K9 Security